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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) | ₹4053 Cr | ₹36353 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 | -2.48% | -0.91% |
| 6 Month | 15.15% | 17.95% |
| 1 Year | -7.05% | 0.67% |
| 3 Year | - | 24.83% |
| 5 Year | - | 30.11% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.07% | 7.54% |
| 1 Year | - | 9.68% |
| 3 Year | - | 18.16% |
| 5 Year | - | 22.21% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 53.3% | 15.84% |
| 3 Year | - | 19.76% |
| 5 Year | - | 17.3% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.41% |
| Sharp | - | 1.16% |
| Beta | - | 0.78% |
| Alpha | - | 3.15% |
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 | 8.07 | 9.49 |
| Small Cap | 72.08 | 78.55 |
| Large Cap | 7.65 | 3.74 |
| Mid Cap | 12.19 | 8.23 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.87 | 8.93 |
| Consumer Cyclical | 20.54 | 18.21 |
| Industrials | 12.33 | 23.59 |
| Financial Services | 18.87 | 11.31 |
| Basic Materials | 16.35 | 7.92 |
| Utilities | 3.63 | 0.36 |
| Healthcare | 8.08 | 12.61 |
| Consumer Defensive | 8.42 | 2.24 |
| Technology | 6.45 | 13.07 |
| Communication Services | 0.91 | 1.75 |
| Real Estate | 1.55 | - |
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