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) | ₹3541 Cr | ₹15453 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 | 5.26% | 7.72% |
6 Month | -8.22% | -10.3% |
1 Year | 0.97% | -1.27% |
3 Year | - | 25.97% |
5 Year | - | 35.83% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 9.77% | 10.77% |
1 Year | 1.24% | 2.9% |
3 Year | - | 19.77% |
5 Year | - | 24.59% |
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 | - | 18.203% |
Sharp | - | 0.572% |
Beta | - | 0.882% |
Alpha | - | -0.639% |
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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 | 6.92 | 3.74 |
Large Cap | 14.39 | 2.59 |
Small Cap | 66.97 | 72.68 |
Mid Cap | 11.72 | 21 |
Sector Allocation
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 6.92 | 6.47 |
Energy | 3.57 | 1.4 |
Consumer Cyclical | 15.07 | 16.29 |
Industrials | 24.3 | 27.7 |
Healthcare | 4.86 | 4.47 |
Basic Materials | 15.5 | 10.53 |
Technology | 4.3 | 9.98 |
Consumer Defensive | 8.1 | 3.38 |
Financial Services | 7.88 | 14.59 |
Communication Services | 3 | - |
Real Estate | 2.27 | 5.2 |
Utilities | 4.22 | - |
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