Mahindra Manulife Small Cap Fund vs Edelweiss Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3541 Cr | ₹4171 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Dec 2022 | 07 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% | 18% |
Expense Ratio | 1.85 | 1.84 |
Manager | Abhinav Khandelwal | Trideep Bhattacharya |
ISIN Code | INF174V01BH3 | INF754K01JJ4 |
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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.26% | 6.07% |
6 Month | -8.22% | -6.17% |
1 Year | 0.97% | 4.15% |
3 Year | - | 26.25% |
5 Year | - | 34.67% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.77% | 10.46% |
1 Year | 1.24% | 6.83% |
3 Year | - | 20.8% |
5 Year | - | 23.78% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 57.26% | 28.61% |
3 Year | - | 29.3% |
5 Year | - | 32.14% |
Risk Management
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.599% |
Sharp | - | 0.8% |
Beta | - | 0.803% |
Alpha | - | 0.98% |
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Fund Managers
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Abhinav Khandelwal | Trideep Bhattacharya |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 9 |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.92 | 3.2 |
Large Cap | 14.39 | 0 |
Small Cap | 66.97 | 67.63 |
Mid Cap | 11.72 | 29.17 |
Sector Allocation
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.92 | 3.2 |
Energy | 3.57 | - |
Consumer Cyclical | 15.07 | 16.79 |
Industrials | 24.3 | 18.22 |
Healthcare | 4.86 | 11.41 |
Basic Materials | 15.5 | 11.9 |
Technology | 4.3 | 11.49 |
Consumer Defensive | 8.1 | 6.61 |
Financial Services | 7.88 | 17.15 |
Communication Services | 3 | - |
Real Estate | 2.27 | 3.21 |
Utilities | 4.22 | - |
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