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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) | ₹3981 Cr | ₹604 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 | 4.97% | 7.92% |
| 6 Month | 22.43% | 19.59% |
| 1 Year | -7.59% | -7.54% |
| 3 Year | - | 17.97% |
| 5 Year | - | 27.44% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.94% | 5.1% |
| 1 Year | 9.74% | 5.49% |
| 3 Year | - | 17.19% |
| 5 Year | - | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 53.3% | 12.25% |
| 3 Year | - | 23.93% |
| 5 Year | - | 21.05% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.31% |
| Sharp | - | 0.56% |
| Beta | - | 0.90% |
| Alpha | - | -3.83% |
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 | 6.13 | 8.75 |
| Small Cap | 77.85 | 77.08 |
| Large Cap | 4.56 | 4.69 |
| Mid Cap | 11.45 | 9.48 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 1.66 | 7.72 |
| Consumer Cyclical | 20.8 | 12.58 |
| Industrials | 13.03 | 32.4 |
| Financial Services | 19.46 | 6.62 |
| Basic Materials | 13.72 | 13.71 |
| Utilities | 3.44 | 5.99 |
| Technology | 7.38 | 6.3 |
| Healthcare | 8.83 | 5.53 |
| Consumer Defensive | 9.37 | 7.42 |
| Communication Services | 0.9 | 1.75 |
| Real Estate | 1.41 | 0 |
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