Mahindra Manulife Small Cap Fund vs LIC MF Small Cap Fund Regular compare

Mahindra Manulife Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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LIC MF Small Cap Fund Regular - 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	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)	₹4224 Cr	₹619 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹200
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	-5.91%	-7.42%
6 Month	-7.44%	-13.79%
1 Year	-0.21%	-16.4%
3 Year	22.69%	14.9%
5 Year	-	19.8%

SIP Return Analysis

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	LIC MF Small Cap Fund Regular - Growth
6 Month	-3.32%	-6.24%
1 Year	3.27%	-7.22%
3 Year	12.13%	6.09%
5 Year	-	12.51%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	LIC MF Small Cap Fund Regular - Growth
1 Year	27.43%	9.77%
3 Year	24.53%	23.33%
5 Year	-	22.5%

Risk Management

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	LIC MF Small Cap Fund Regular - Growth
Standard Deviation	-	13.95%
Sharp	1.05%	0.66%
Beta	0.85%	0.86%
Alpha	4.86%	-1.56%

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	17.62	11.67
Small Cap	66.44	79.14
Mid Cap	11.46	5.63
Large Cap	4.49	3.56

Sector Allocation

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	LIC MF Small Cap Fund Regular - Growth
Others	7.21	2.69
Basic Materials	14.72	14.45
Consumer Cyclical	18.62	13.83
Industrials	10.21	33.8
Healthcare	12.98	7.57
Financial Services	17.67	7.68
Real Estate	1.66	0.78
Utilities	2.53	4.78
Consumer Defensive	7.99	8.41
Technology	5.49	4.87
Communication Services	0.91	1.15

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