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

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

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tortoise-icon 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) ₹4065 Cr ₹66136 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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month 2.42% -
6 Month 8.48% -
1 Year 2.68% -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month 2.7% -
1 Year 13.86% -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 49.48% -
3 Year - -
5 Year - -

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation - 16.48%
Sharp - 0.95%
Beta - 0.82%
Alpha - 1.92%

Fund Managers

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

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 7.76 5.23
Small Cap 75 70
Large Cap 3.69 11.94
Mid Cap 13.55 12.83

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 3.87 5.23
Consumer Cyclical 18.75 -
Industrials 11.93 -
Financial Services 19.68 -
Basic Materials 14.96 -
Utilities 3.68 -
Consumer Defensive 8.84 -
Technology 7.06 -
Healthcare 8.91 -
Communication Services 0.85 -
Real Estate 1.49 -
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

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