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Mahindra Manulife Small Cap Fund vs Invesco India Smallcap Fund compare

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tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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