Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mahindra Manulife Small Cap Fund vs HDFC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Invest Now

tortoise-icon HDFC Small Cap Fund Regular Growth

Invest Now

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 HDFC Small Cap Fund Regular Growth
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4065 Cr ₹35781 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Dec 2022 03 Apr 2008
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI BSE 250 SmallCap TRI
Turn Over 30% 10.02%
Expense Ratio 1.85 1.57
Manager Abhinav Khandelwal Dhruv Muchhal
ISIN Code INF174V01BH3 INF179KA1RZ8
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 HDFC 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 HDFC Small Cap Fund Regular Growth
1 Month 4.57% 5.15%
6 Month 4.65% 8.22%
1 Year -1.22% 5.16%
3 Year - 27.56%
5 Year - 34.09%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
6 Month 12.24% 14.64%
1 Year 9.45% 18.49%
3 Year - 22.29%
5 Year - 25.18%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
1 Year 57.26% 16.61%
3 Year - 19.63%
5 Year - 17.14%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
Standard Deviation - 15.99%
Sharp - 1.30%
Beta - 0.80%
Alpha - 2.79%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
Name Abhinav Khandelwal Dhruv Muchhal
Total AUM ₹5522 Cr ₹520687 Cr
Funds Managed 5 40
Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund Regular Growth

Others 7.08 7.22
Small Cap 71.65 80.6
Large Cap 8.96 3.95
Mid Cap 12.32 8.23

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund Regular Growth

Others 1.85 6.62
Consumer Cyclical 23.46 17.8
Industrials 13.38 23.98
Financial Services 19.67 14.12
Basic Materials 16.66 7.29
Healthcare 6.81 12.19
Utilities 2.81 0.37
Communication Services 0.97 1.81
Consumer Defensive 6.75 1.93
Technology 6.63 13.89
Real Estate 1.02 -

Top Comparisons

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns21.9%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns24.38%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.43%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns7.37%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns7.5%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns7.48%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns20.57%

VS

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns27.56%

Compare Now
Add to Cart Successfully