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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) | ₹4235 Cr | ₹8999 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 | -4.44% | -3.55% |
| 6 Month | 0.54% | -0.24% |
| 1 Year | -7.62% | -6.6% |
| 3 Year | 24.05% | 23.3% |
| 5 Year | - | 25.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.93% | -0.98% |
| 1 Year | 9.94% | 11% |
| 3 Year | 15.8% | 18.89% |
| 5 Year | - | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 49.48% | 22.02% |
| 3 Year | - | 27.52% |
| 5 Year | - | 30.16% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.30% |
| Sharp | - | 1.05% |
| Beta | - | 0.78% |
| Alpha | - | 5.67% |
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 | 9.93 | 14.7 |
| Small Cap | 73.13 | 59.78 |
| Large Cap | 4.5 | 11.19 |
| Mid Cap | 12.44 | 14.33 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.25 | 2.3 |
| Basic Materials | 13.19 | 3.35 |
| Consumer Cyclical | 18.3 | 20.98 |
| Industrials | 11.36 | 16.19 |
| Financial Services | 17.87 | 27.45 |
| Real Estate | 2.56 | 7.05 |
| Healthcare | 11.25 | 17.04 |
| Utilities | 2.91 | - |
| Consumer Defensive | 8.91 | 1.17 |
| Technology | 6.55 | 4.09 |
| Communication Services | 0.86 | - |
| Energy | - | 0.37 |
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