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) | ₹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 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
3Y Returns21.9%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.38%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.43%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.37%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.5%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.48%
Kotak Small Cap Fund Regular Growth
3Y Returns20.57%
HDFC Small Cap Fund Regular Growth
3Y Returns27.56%