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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) | ₹4224 Cr | ₹37753 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 | -7.56% | -6.58% |
| 6 Month | -9.09% | -9.11% |
| 1 Year | -2.43% | 0.13% |
| 3 Year | 21.89% | 18% |
| 5 Year | - | 22.31% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.72% | -7.9% |
| 1 Year | -7.54% | -6.56% |
| 3 Year | 8.88% | 7.16% |
| 5 Year | - | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.43% | 14.58% |
| 3 Year | 24.53% | 20% |
| 5 Year | - | 17.76% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.17% |
| Sharp | 1.05% | 0.9% |
| Beta | 0.85% | 0.75% |
| Alpha | 4.86% | 2.04% |
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 | 17.62 | 10.95 |
| Small Cap | 66.44 | 73.82 |
| Mid Cap | 11.46 | 9.2 |
| Large Cap | 4.49 | 6.03 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.21 | 9.48 |
| Basic Materials | 14.72 | 7.21 |
| Consumer Cyclical | 18.62 | 18.99 |
| Industrials | 10.21 | 21.94 |
| Healthcare | 12.98 | 11.15 |
| Financial Services | 17.67 | 12.85 |
| Real Estate | 1.66 | - |
| Utilities | 2.53 | - |
| Consumer Defensive | 7.99 | 4.08 |
| Technology | 5.49 | 12.73 |
| Communication Services | 0.91 | 1.57 |
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