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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) | ₹4065 Cr | ₹7425 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 | -3.05% | -3.73% |
| 6 Month | 5.42% | 5.63% |
| 1 Year | -7.8% | 3.29% |
| 3 Year | - | 25.91% |
| 5 Year | - | 32.12% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.34% | 11.21% |
| 1 Year | 5.78% | 14.52% |
| 3 Year | - | 26.8% |
| 5 Year | - | 26.52% |
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 | - | 16.34% |
| Sharp | - | 1.40% |
| Beta | - | 0.79% |
| Alpha | - | 4.97% |
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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 | 7.08 | 8.83 |
| Small Cap | 71.65 | 62.33 |
| Large Cap | 8.96 | 8.68 |
| Mid Cap | 12.32 | 20.16 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.85 | 2.63 |
| Consumer Cyclical | 23.46 | 13.81 |
| Industrials | 13.38 | 19.14 |
| Financial Services | 19.67 | 29.16 |
| Basic Materials | 16.66 | 6.34 |
| Healthcare | 6.81 | 19.36 |
| Utilities | 2.81 | - |
| Communication Services | 0.97 | 1.31 |
| Consumer Defensive | 6.75 | 1.49 |
| Technology | 6.63 | 4.27 |
| Real Estate | 1.02 | 2.5 |
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