Mahindra Manulife Small Cap Fund vs HDFC Small Cap Fund compare

Mahindra Manulife Small Cap Fund vs HDFC Small Cap Fund compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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HDFC Small Cap Fund Regular 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	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	2.42%	1.45%
6 Month	8.48%	10%
1 Year	2.68%	6.19%
3 Year	-	22.12%
5 Year	-	28.75%

SIP Return Analysis

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund Regular Growth
6 Month	2.28%	0.79%
1 Year	14.66%	15.41%
3 Year	-	16.14%
5 Year	-	20.04%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund Regular Growth
1 Year	49.48%	15.06%
3 Year	-	19.99%
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	7.76	10.74
Small Cap	75	75.89
Large Cap	3.69	4.65
Mid Cap	13.55	8.72

Sector Allocation

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund Regular Growth
Others	3.87	10.19
Consumer Cyclical	18.75	19.02
Industrials	11.93	22.54
Financial Services	19.68	11.35
Basic Materials	14.96	7.07
Utilities	3.68	0
Consumer Defensive	8.84	2.9
Technology	7.06	12.85
Healthcare	8.91	12.29
Communication Services	0.85	1.79
Real Estate	1.49	-

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