Mahindra Manulife Small Cap Fund vs Quant Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4235 Cr | ₹25183 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Dec 2022 | 30 Oct 1996 |
| 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 | 1.6 |
| Manager | Abhinav Khandelwal | Sanjeev Sharma |
| ISIN Code | INF174V01BH3 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -4.44% | -4.75% |
| 6 Month | 0.54% | -1.2% |
| 1 Year | -7.62% | -7.17% |
| 3 Year | 24.05% | 19.54% |
| 5 Year | - | 29.1% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.93% | -1.76% |
| 1 Year | 9.94% | 6.18% |
| 3 Year | 15.8% | 12.56% |
| 5 Year | - | 19.12% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 9.81% |
| 3 Year | - | 10.55% |
| 5 Year | - | 10.65% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 18.497% |
| Sharp | - | 0.792% |
| Beta | - | 0.929% |
| Alpha | - | 1.342% |
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Sanjeev Sharma |
| Total AUM | ₹5522 Cr | ₹39731 Cr |
| Funds Managed | 5 | 22 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.93 | 16.88 |
| Small Cap | 73.13 | 61.43 |
| Large Cap | 4.5 | 20.74 |
| Mid Cap | 12.44 | 0.95 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.25 | 7.68 |
| Basic Materials | 13.19 | 7.4 |
| Consumer Cyclical | 18.3 | 12.63 |
| Industrials | 11.36 | 6.74 |
| Financial Services | 17.87 | 19.33 |
| Real Estate | 2.56 | 2.48 |
| Healthcare | 11.25 | 13.85 |
| Utilities | 2.91 | 2.95 |
| Consumer Defensive | 8.91 | 4.08 |
| Technology | 6.55 | 2.78 |
| Communication Services | 0.86 | 3.03 |
| Energy | - | 17.04 |
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