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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) | ₹4235 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.49% | -3.45% |
| 6 Month | 1.93% | -4.85% |
| 1 Year | -6.45% | -14.65% |
| 3 Year | 24.51% | 16.93% |
| 5 Year | - | 24.71% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.93% | -4.1% |
| 1 Year | 9.94% | 0.13% |
| 3 Year | 15.8% | 9.07% |
| 5 Year | - | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 15.36% |
| 3 Year | - | 22.44% |
| 5 Year | - | 17.02% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 18.31% |
| Sharp | - | 0.66% |
| Beta | - | 0.90% |
| Alpha | - | -0.89% |
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 | 8.33 | 4.05 |
| Small Cap | 73.68 | 74.12 |
| Large Cap | 4.61 | 2.07 |
| Mid Cap | 13.37 | 19.76 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.7 | 2.62 |
| Consumer Cyclical | 18.98 | 15.98 |
| Industrials | 11.5 | 26.38 |
| Financial Services | 18 | 17.59 |
| Real Estate | 2.66 | 5.35 |
| Healthcare | 10.48 | 8.77 |
| Utilities | 3.52 | - |
| Basic Materials | 13.25 | 7.52 |
| Consumer Defensive | 8.72 | 4.58 |
| Technology | 7.34 | 10.38 |
| Communication Services | 0.86 | - |
| Energy | - | 0.82 |
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