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) | ₹4053 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 | -2.27% | -3.01% |
6 Month | 15.56% | 13.16% |
1 Year | -6.36% | -8.22% |
3 Year | - | 25.58% |
5 Year | - | 34.92% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.07% | 2.29% |
1 Year | - | -2% |
3 Year | - | 16.6% |
5 Year | - | 23.41% |
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 | 8.07 | 8.54 |
Small Cap | 72.08 | 67.91 |
Large Cap | 7.65 | 22.76 |
Mid Cap | 12.19 | 0.8 |
Sector Allocation
Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 2.87 | 3.95 |
Consumer Cyclical | 20.54 | 13.37 |
Industrials | 12.33 | 6.88 |
Financial Services | 18.87 | 19.4 |
Basic Materials | 16.35 | 9.18 |
Utilities | 3.63 | 3.05 |
Healthcare | 8.08 | 14.44 |
Consumer Defensive | 8.42 | 4.9 |
Technology | 6.45 | 2.66 |
Communication Services | 0.91 | 3.05 |
Real Estate | 1.55 | 2.92 |
Energy | - | 16.22 |
Top Comparisons
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.78%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.68%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns17.01%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.84%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.68%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.29%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%