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Mahindra Manulife Small Cap Fund vs Invesco India Smallcap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3981 Cr | ₹7718 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Dec 2022 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 30% | 47% |
| Expense Ratio | 1.85 | 1.78 |
| Manager | Abhinav Khandelwal | Aditya Khemani |
| ISIN Code | INF174V01BH3 | INF205K011T7 |
| 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 | Invesco India Smallcap 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 | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.43% | 2.22% |
| 6 Month | 22.05% | 24.14% |
| 1 Year | -8.29% | -1.51% |
| 3 Year | - | 25.34% |
| 5 Year | - | 29.01% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.94% | 4.39% |
| 1 Year | 9.74% | 12.34% |
| 3 Year | - | 23.58% |
| 5 Year | - | 24.22% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 53.3% | 24.48% |
| 3 Year | - | 27.92% |
| 5 Year | - | 30.15% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.15% |
| Sharp | - | 1.02% |
| Beta | - | 0.78% |
| Alpha | - | 4.19% |
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Aditya Khemani |
| Total AUM | ₹5522 Cr | ₹12070 Cr |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 8.64 |
| Small Cap | 72.08 | 67.29 |
| Large Cap | 7.65 | 7.78 |
| Mid Cap | 12.19 | 16.29 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.87 | 2.45 |
| Consumer Cyclical | 20.54 | 14.83 |
| Industrials | 12.33 | 17.65 |
| Financial Services | 18.87 | 26.86 |
| Basic Materials | 16.35 | 7.46 |
| Utilities | 3.63 | - |
| Healthcare | 8.08 | 21.23 |
| Consumer Defensive | 8.42 | 1.61 |
| Technology | 6.45 | 5.24 |
| Communication Services | 0.91 | 0 |
| Real Estate | 1.55 | 2.67 |
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