Mahindra Manulife Small Cap Fund vs HSBC Small Cap Fund compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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HSBC 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	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)	₹4224 Cr	₹16203 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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
1 Month	-1.89%	-2.34%
6 Month	-3.09%	-9.45%
1 Year	1.76%	-6.7%
3 Year	23.81%	17.24%
5 Year	-	22.43%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
6 Month	-1.77%	-4.07%
1 Year	5.45%	-3.55%
3 Year	12.93%	6.28%
5 Year	-	13.79%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
1 Year	28.9%	15.15%
3 Year	25%	22.23%
5 Year	-	17.15%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	-	14.69%
Sharp	1.05%	0.71%
Beta	0.85%	0.89%
Alpha	4.86%	-1.18%

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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Others	6.24	4.94
Small Cap	68.22	74.91
Mid Cap	22.62	18.14
Large Cap	2.92	2.01

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Others	6.24	2.15
Pharmaceuticals & Biotechnology	10.38	-
Consumer Durables	4.27	-
Industrial Manufacturing	2.66	-
Textiles & Apparels	4.12	-
Banks	3.08	-
Paper, Forest & Jute Products	1.75	-
Industrial Products	12.75	-
IT - Services	1.3	-
Power	2.92	-
Fertilizers & Agrochemicals	0.62	-
Beverages	4.61	-
Capital Markets	9.45	-
Electrical Equipment	2.57	-
Cigarettes & Tobacco Products	2.03	-
Household Products	0.82	-
Cement & Cement Products	2.37	-
Auto Components	5.13	-
Entertainment	0.86	-
Food Products	1.57	-
Chemicals & Petrochemicals	2.87	-
Construction	0.79	-
IT - Software	1.36	-
Finance	6.85	-
Leisure Services	0.94	-
Realty	0.81	-
Commercial Services & Supplies	3.68	-
Agricultural Food & other Products	0.7	-
Automobiles	0.86	-
Retailing	1.64	-
Consumer Defensive	-	4.24
Financial Services	-	20.3
Consumer Cyclical	-	17.14
Healthcare	-	9.46
Industrials	-	23.58
Technology	-	10.63
Real Estate	-	4.6
Basic Materials	-	7.05
Energy	-	0.86