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) | ₹3981 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 | 4.43% | 3.75% |
6 Month | 22.05% | 17.39% |
1 Year | -8.29% | -8.62% |
3 Year | - | 23.94% |
5 Year | - | 33.78% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.94% | 2.89% |
1 Year | 9.74% | 5.97% |
3 Year | - | 17.33% |
5 Year | - | 23.26% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 53.3% | 10.28% |
3 Year | - | 10.43% |
5 Year | - | 10.27% |
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 | 6.13 | 10.25 |
Small Cap | 77.85 | 66.74 |
Large Cap | 4.56 | 22.52 |
Mid Cap | 11.45 | 0.49 |
Sector Allocation
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 1.66 | 6.47 |
Consumer Cyclical | 20.8 | 12.49 |
Industrials | 13.03 | 6.72 |
Financial Services | 19.46 | 19.17 |
Basic Materials | 13.72 | 8.55 |
Utilities | 3.44 | 2.36 |
Technology | 7.38 | 2.27 |
Healthcare | 8.83 | 15.38 |
Consumer Defensive | 9.37 | 4.8 |
Communication Services | 0.9 | 3.01 |
Real Estate | 1.41 | 2.84 |
Energy | - | 15.94 |
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