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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) | ₹3981 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 | 3.37% | 3.58% |
| 6 Month | 19.4% | 18.41% |
| 1 Year | -9.14% | -8.57% |
| 3 Year | - | 18.55% |
| 5 Year | - | 30.55% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.94% | 3.74% |
| 1 Year | 9.74% | 5.14% |
| 3 Year | - | 15.77% |
| 5 Year | - | 20.76% |
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 | - | 18.19% |
| Sharp | - | 0.68% |
| Beta | - | 0.91% |
| Alpha | - | -1.90% |
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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