- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4235 Cr | ₹38020 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 | 0.26% | -0.79% |
| 6 Month | 2.61% | 1.79% |
| 1 Year | -2.28% | 0.34% |
| 3 Year | 26.3% | 22.77% |
| 5 Year | - | 25.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.95% | -3.48% |
| 1 Year | 6.61% | 6.45% |
| 3 Year | 15.38% | 12.55% |
| 5 Year | - | 17.99% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 14.77% |
| 3 Year | - | 20% |
| 5 Year | - | 17.7% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.43% |
| Sharp | - | 0.88% |
| Beta | - | 0.76% |
| Alpha | - | 2.62% |
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 | 9.93 | 11.69 |
| Small Cap | 73.13 | 73.73 |
| Large Cap | 4.5 | 5.67 |
| Mid Cap | 12.44 | 8.91 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.25 | 11.01 |
| Basic Materials | 13.19 | 6.86 |
| Consumer Cyclical | 18.3 | 18.73 |
| Industrials | 11.36 | 20.79 |
| Financial Services | 17.87 | 12.58 |
| Real Estate | 2.56 | - |
| Healthcare | 11.25 | 11.87 |
| Utilities | 2.91 | - |
| Consumer Defensive | 8.91 | 3.66 |
| Technology | 6.55 | 12.89 |
| Communication Services | 0.86 | 1.63 |
Top Comparisons
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns14.03%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.38%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns17.64%
Quant Large and Mid Cap Fund-Growth
3Y Returns17.25%
ITI Value Fund Regular - Growth
3Y Returns19.39%
Nippon India Value Fund- Growth Plan
3Y Returns23.06%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns35.46%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns13.77%
