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Mahindra Manulife Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4065 Cr | ₹632 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Dec 2022 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | % |
| Expense Ratio | 1.85 | 2.42 |
| Manager | Abhinav Khandelwal | Yogesh Patil |
| ISIN Code | INF174V01BH3 | INF397L01JW3 |
| 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 | LIC MF Small Cap 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 4.57% | 0.62% |
| 6 Month | 15.2% | 10.87% |
| 1 Year | -1.85% | -6.81% |
| 3 Year | - | 17.83% |
| 5 Year | - | 27.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.69% | 1.35% |
| 1 Year | 8.2% | 5.23% |
| 3 Year | - | 14.14% |
| 5 Year | - | 17.88% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 49.48% | 11.6% |
| 3 Year | - | 23.69% |
| 5 Year | - | 21.7% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.26% |
| Sharp | - | 0.64% |
| Beta | - | 0.88% |
| Alpha | - | -2.83% |
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Yogesh Patil |
| Total AUM | ₹5522 Cr | ₹5898 Cr |
| Funds Managed | 5 | 7 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 7.76 | 4.07 |
| Small Cap | 75 | 82.8 |
| Large Cap | 3.69 | 5.33 |
| Mid Cap | 13.55 | 7.81 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.87 | 2.9 |
| Consumer Cyclical | 18.75 | 15.48 |
| Industrials | 11.93 | 31.79 |
| Financial Services | 19.68 | 6.66 |
| Basic Materials | 14.96 | 15.65 |
| Utilities | 3.68 | 6.18 |
| Consumer Defensive | 8.84 | 6.4 |
| Technology | 7.06 | 7.3 |
| Healthcare | 8.91 | 6.91 |
| Communication Services | 0.85 | 0.72 |
| Real Estate | 1.49 | - |
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