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) | ₹4065 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 | 5.29% | 4.98% |
| 6 Month | 13.73% | 9.96% |
| 1 Year | 0.3% | -0.64% |
| 3 Year | - | 24.7% |
| 5 Year | - | 34% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.52% | 2.46% |
| 1 Year | 14.68% | 11.98% |
| 3 Year | - | 17.39% |
| 5 Year | - | 22.94% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 10.2% |
| 3 Year | - | 10.46% |
| 5 Year | - | 10.35% |
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 | 7.76 | 16.55 |
| Small Cap | 75 | 63.1 |
| Large Cap | 3.69 | 19.83 |
| Mid Cap | 13.55 | 0.52 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.87 | 9.04 |
| Consumer Cyclical | 18.75 | 12.69 |
| Industrials | 11.93 | 6.74 |
| Financial Services | 19.68 | 17.06 |
| Basic Materials | 14.96 | 8.01 |
| Utilities | 3.68 | 2.98 |
| Consumer Defensive | 8.84 | 4.41 |
| Technology | 7.06 | 2.46 |
| Healthcare | 8.91 | 14.71 |
| Communication Services | 0.85 | 2.91 |
| Real Estate | 1.49 | 2.61 |
| Energy | - | 16.38 |
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