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 | 1.41% | 2.5% |
6 Month | -13.41% | -7.42% |
1 Year | -1.81% | 9% |
3 Year | - | 22.55% |
5 Year | - | 32.63% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.31% | -1.56% |
1 Year | -14.51% | -5.82% |
3 Year | - | 23.08% |
5 Year | - | 25.28% |
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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