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Mahindra Manulife Small Cap Fund vs HDFC Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
HDFC Small Cap Fund Regular Growth
Chart Comparison
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) | ₹4308 Cr | ₹38412 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 | -2.13% | -2.15% |
| 6 Month | 6.16% | 4.66% |
| 1 Year | -1.96% | 1.36% |
| 3 Year | - | 20.6% |
| 5 Year | - | 26.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.44% | -0.16% |
| 1 Year | 13.28% | 12.89% |
| 3 Year | - | 15.11% |
| 5 Year | - | 19.53% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 14.97% |
| 3 Year | - | 20% |
| 5 Year | - | 17.66% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.31% |
| Sharp | - | 1.02% |
| Beta | - | 0.76% |
| Alpha | - | 2.98% |
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 | 8.33 | 11.15 |
| Small Cap | 73.68 | 74.68 |
| Large Cap | 4.61 | 5.15 |
| Mid Cap | 13.37 | 9.02 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.7 | 10.41 |
| Consumer Cyclical | 18.98 | 18.78 |
| Industrials | 11.5 | 21.41 |
| Financial Services | 18 | 11.86 |
| Basic Materials | 15.07 | 6.64 |
| Healthcare | 10.48 | 12.32 |
| Utilities | 3.52 | - |
| Consumer Defensive | 8.72 | 3.31 |
| Technology | 7.34 | 13.39 |
| Communication Services | 0.86 | 1.87 |
| Real Estate | 0.84 | - |
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