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Mahindra Manulife Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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tortoise-icon 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) ₹4053 Cr ₹16536 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 -2.27% -4.85%
6 Month 15.56% 13.12%
1 Year -6.36% -6.32%
3 Year - 20.94%
5 Year - 30.15%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
6 Month 4.07% 2.22%
1 Year - -4.98%
3 Year - 14.01%
5 Year - 20.28%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
1 Year 53.3% 16.64%
3 Year - 22.95%
5 Year - 16.64%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
Standard Deviation - 17.95%
Sharp - 0.87%
Beta - 0.90%
Alpha - -1.55%

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 8.07 3.42
Small Cap 72.08 72.11
Large Cap 7.65 2.16
Mid Cap 12.19 22.31

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund Regular Growth

Others 2.87 3.42
Consumer Cyclical 20.54 15.6
Industrials 12.33 28.92
Financial Services 18.87 16.18
Basic Materials 16.35 11.06
Utilities 3.63 -
Healthcare 8.08 7.18
Consumer Defensive 8.42 4.31
Technology 6.45 8.65
Communication Services 0.91 -
Real Estate 1.55 3.79
Energy - 0.9

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