Mahindra Manulife Small Cap Fund vs Canara Robeco Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4224 Cr | ₹13102 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Dec 2022 | 15 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 3% |
| Expense Ratio | 1.85 | 1.7 |
| Manager | Abhinav Khandelwal | Shridatta Bhandwaldar |
| ISIN Code | INF174V01BH3 | INF760K01JF9 |
| 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 | Canara Robeco Small Cap Fund - Regular Plan - 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -6.08% | -4.84% |
| 6 Month | -8.71% | -10.12% |
| 1 Year | -2.89% | -2.85% |
| 3 Year | 22.2% | 14.07% |
| 5 Year | - | 20.91% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.32% | -3.06% |
| 1 Year | 3.27% | 1.05% |
| 3 Year | 12.13% | 7.94% |
| 5 Year | - | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.43% | 23.17% |
| 3 Year | 24.53% | 30.13% |
| 5 Year | - | 30.65% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.8% |
| Sharp | 1.05% | 0.67% |
| Beta | 0.85% | 0.76% |
| Alpha | 4.86% | -1.74% |
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Shridatta Bhandwaldar |
| Total AUM | ₹5522 Cr | ₹69491 Cr |
| Funds Managed | 5 | 12 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.62 | 9.71 |
| Small Cap | 66.44 | 68.17 |
| Mid Cap | 11.46 | 16.08 |
| Large Cap | 4.49 | 6.04 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.21 | 1.76 |
| Basic Materials | 14.72 | 7.86 |
| Consumer Cyclical | 18.62 | 14.98 |
| Industrials | 10.21 | 22.62 |
| Healthcare | 12.98 | 11.51 |
| Financial Services | 17.67 | 25.54 |
| Real Estate | 1.66 | 3.5 |
| Utilities | 2.53 | 1.76 |
| Consumer Defensive | 7.99 | 5.14 |
| Technology | 5.49 | 3.95 |
| Communication Services | 0.91 | 1.39 |
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