Mahindra Manulife Small Cap Fund vs Axis Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4053 Cr | ₹26143 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Dec 2022 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 30% | 5% |
Expense Ratio | 1.85 | 1.61 |
Manager | Abhinav Khandelwal | Shreyash Devalkar |
ISIN Code | INF174V01BH3 | INF846K01K01 |
Exits Load | Mahindra Manulife Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | -3.38% | -3.31% |
6 Month | 14.84% | 13.13% |
1 Year | -4.44% | 4.02% |
3 Year | - | 19.08% |
5 Year | - | 27.77% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.07% | 3.96% |
1 Year | - | 4.8% |
3 Year | - | 16.85% |
5 Year | - | 19.59% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 53.3% | 17.75% |
3 Year | - | 19.97% |
5 Year | - | 20% |
Risk Management
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | - | 11.78% |
Sharp | - | 1.05% |
Beta | - | 0.69% |
Alpha | - | 1.3% |
Fund Managers
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Abhinav Khandelwal | Shreyash Devalkar |
Total AUM | ₹5522 Cr | ₹166770 Cr |
Funds Managed | 5 | 14 |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 8.07 | 14.09 |
Small Cap | 72.08 | 68.76 |
Large Cap | 7.65 | 3.74 |
Mid Cap | 12.19 | 13.42 |
Sector Allocation
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 2.87 | 10.43 |
Consumer Cyclical | 20.54 | 10.06 |
Industrials | 12.33 | 18.08 |
Financial Services | 18.87 | 17.62 |
Basic Materials | 16.35 | 12.07 |
Utilities | 3.63 | 0.6 |
Healthcare | 8.08 | 14.1 |
Consumer Defensive | 8.42 | 5.49 |
Technology | 6.45 | 6.39 |
Communication Services | 0.91 | 0.91 |
Real Estate | 1.55 | 4.26 |
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