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)	₹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

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%

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%

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%

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%

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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

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

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	-