Mahindra Manulife Small Cap Fund vs Edelweiss Small Cap Fund compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4053 Cr	₹4980 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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-2.97%	-3.01%
6 Month	18.37%	17.7%
1 Year	-10.2%	-4.6%
3 Year	-	19.62%
5 Year	-	27.88%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	2.22%	2.17%
1 Year	0.77%	2.21%
3 Year	-	16.42%
5 Year	-	20.28%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	53.3%	27.09%
3 Year	-	28.8%
5 Year	-	32.52%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	-	15.78%
Sharp	-	0.95%
Beta	-	0.80%
Alpha	-	-0.04%

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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	8.07	2.98
Small Cap	72.08	72.62
Large Cap	7.65	-
Mid Cap	12.19	24.4

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	2.87	2.87
Consumer Cyclical	20.54	19.88
Industrials	12.33	16.64
Financial Services	18.87	17.79
Basic Materials	16.35	16.47
Utilities	3.63	0.89
Healthcare	8.08	10.62
Consumer Defensive	8.42	5.17
Technology	6.45	7.78
Communication Services	0.91	-
Real Estate	1.55	1.21
Energy	-	0.68