Mahindra Manulife Small Cap Fund vs Nippon India Small Cap Fund compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4053 Cr	₹65922 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	12 Dec 2022	16 Sep 2010
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	30%	23%
Expense Ratio	1.85	1.47
Manager	Abhinav Khandelwal	Tejas Sheth
ISIN Code	INF174V01BH3	INF204K01HZ0
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	Exit load of 1% if redeemed within 1 year./365

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month	-2.97%	2.96%
6 Month	18.37%	3.2%
1 Year	-10.2%	27.45%
3 Year	-	27.3%
5 Year	-	35.6%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	2.22%	-
1 Year	0.77%	21.44%
3 Year	-	33.74%
5 Year	-	37.32%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	53.3%	18.15%
3 Year	-	28.18%
5 Year	-	22.05%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation	-	16.32%
Sharp	-	1.10%
Beta	-	0.83%
Alpha	-	2.27%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name	Abhinav Khandelwal	Tejas Sheth
Total AUM	₹5522 Cr	₹89953 Cr
Funds Managed	5	3
	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	8.07	5.23
Small Cap	72.08	70
Large Cap	7.65	11.94
Mid Cap	12.19	12.83

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	2.87	5.23
Consumer Cyclical	20.54	-
Industrials	12.33	-
Financial Services	18.87	-
Basic Materials	16.35	-
Utilities	3.63	-
Healthcare	8.08	-
Consumer Defensive	8.42	-
Technology	6.45	-
Communication Services	0.91	-
Real Estate	1.55	-
IT - Services	-	2.62
Telecom - Equipment & Accessories	-	1.27
Consumer Durables	-	7.21
Industrial Products	-	9.04
Textiles & Apparels	-	2.62
Electrical Equipment	-	7.25
Diversified FMCG	-	0.41
Pharmaceuticals & Biotechnology	-	4.89
Banks	-	5.79
Realty	-	0.58
Chemicals & Petrochemicals	-	3.55
IT - Software	-	2.46
Leisure Services	-	1.54
Paper, Forest & Jute Products	-	1.08
Industrial Manufacturing	-	2.63
Aerospace & Defense	-	1.69
Transport Services	-	0.49
Cement & Cement Products	-	1.24
Fertilizers & Agrochemicals	-	1.79
Capital Markets	-	4.66
Construction	-	3.26
Power	-	1.84
Media	-	0.08
IT - Hardware	-	0.06
Healthcare Services	-	2.27
Agricultural Food & other Products	-	1.89
Finance	-	2.98
Other Consumer Services	-	1.15
Petroleum Products	-	0.27
Entertainment	-	0.51
Diversified Metals	-	0.86
Retailing	-	1.32
Food Products	-	1.4
Auto Components	-	6.15
Commercial Services & Supplies	-	0.94
Household Products	-	1.13
Telecom - Services	-	0.69
Diversified	-	0.11
Consumable Fuels	-	0.56
Personal Products	-	1.15
Beverages	-	1.23
Automobiles	-	0.15
Other Utilities	-	0.82
Insurance	-	0.58
Agricultural, Commercial & Construction Vehicles	-	0.4
Ferrous Metals	-	0.16