Mahindra Manulife Small Cap Fund vs HSBC Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3841 Cr | ₹16061 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Dec 2022 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | 30% | 15% |
Expense Ratio | 1.85 | 1.67 |
Manager | Abhinav Khandelwal | Venugopal Manghat |
ISIN Code | INF174V01BH3 | INF917K01QC7 |
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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 4.32% | 3.92% |
6 Month | -3.93% | -7.06% |
1 Year | -1.38% | -2.82% |
3 Year | - | 26.77% |
5 Year | - | 34.91% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 12.7% | 13.62% |
1 Year | 6.06% | 7.44% |
3 Year | - | 20.97% |
5 Year | - | 25.15% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 57.26% | 17.65% |
3 Year | - | 22.67% |
5 Year | - | 16.47% |
Risk Management
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | - | 18.40% |
Sharp | - | 0.89% |
Beta | - | 0.89% |
Alpha | - | -0.78% |
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Fund Managers
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Abhinav Khandelwal | Venugopal Manghat |
Total AUM | ₹5522 Cr | ₹41442 Cr |
Funds Managed | 5 | 7 |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.99 | 3.42 |
Small Cap | 71.1 | 72.11 |
Large Cap | 9.84 | 2.16 |
Mid Cap | 13.06 | 22.31 |
Sector Allocation
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.17 | 3.42 |
Communication Services | 2.93 | - |
Consumer Cyclical | 22.37 | 15.6 |
Industrials | 11.65 | 28.92 |
Financial Services | 17.85 | 16.18 |
Basic Materials | 15.24 | 11.06 |
Healthcare | 6.31 | 7.18 |
Utilities | 3.75 | - |
Consumer Defensive | 8.16 | 4.31 |
Technology | 6.52 | 8.65 |
Real Estate | 1.05 | 3.79 |
Energy | - | 0.9 |
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