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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) | ₹3541 Cr | ₹5905 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 | 5.91% | 6.23% |
| 6 Month | -9.77% | -5.02% |
| 1 Year | 3.52% | 13.93% |
| 3 Year | - | 27.8% |
| 5 Year | - | 34.63% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.43% | -4.44% |
| 1 Year | -19.24% | -12.01% |
| 3 Year | - | 19.71% |
| 5 Year | - | 23.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 60.56% | 26.35% |
| 3 Year | - | 28.04% |
| 5 Year | - | 28.21% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.892% |
| Sharp | - | 0.805% |
| Beta | - | 0.794% |
| Alpha | - | 3.629% |
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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 | 6.92 | 8.08 |
| Large Cap | 14.39 | 2.77 |
| Small Cap | 66.97 | 65.82 |
| Mid Cap | 11.72 | 23.33 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 6.4 |
| Energy | 3.57 | 0 |
| Consumer Cyclical | 15.07 | 10.82 |
| Industrials | 24.3 | 23.62 |
| Healthcare | 4.86 | 17.7 |
| Basic Materials | 15.5 | 6.95 |
| Technology | 4.3 | 8.84 |
| Consumer Defensive | 8.1 | 2 |
| Financial Services | 7.88 | 20.58 |
| Communication Services | 3 | 1.11 |
| Real Estate | 2.27 | 1.99 |
| Utilities | 4.22 | - |
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