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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) | ₹4224 Cr | ₹15969 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 | -6% | -6.38% |
| 6 Month | -4.63% | -10.12% |
| 1 Year | 6.29% | -1.26% |
| 3 Year | 23.33% | 16.88% |
| 5 Year | - | 22.7% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.72% | -10.89% |
| 1 Year | -7.54% | -17.62% |
| 3 Year | 8.88% | 1.38% |
| 5 Year | - | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.43% | 15.08% |
| 3 Year | 24.53% | 22.21% |
| 5 Year | - | 17.17% |
Risk Management
| 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% |
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 | 17.62 | 8.13 |
| Small Cap | 66.44 | 71.77 |
| Mid Cap | 11.46 | 18.01 |
| Large Cap | 4.49 | 2.09 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.21 | 1.11 |
| Basic Materials | 14.72 | 7.84 |
| Consumer Cyclical | 18.62 | 17.27 |
| Industrials | 10.21 | 23.28 |
| Healthcare | 12.98 | 10 |
| Financial Services | 17.67 | 22.65 |
| Real Estate | 1.66 | 3.01 |
| Utilities | 2.53 | - |
| Consumer Defensive | 7.99 | 4.39 |
| Technology | 5.49 | 9.63 |
| Communication Services | 0.91 | - |
| Energy | - | 0.82 |
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