- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3541 Cr | ₹3168 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Dec 2022 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 22% |
| Expense Ratio | 1.85 | 1.97 |
| Manager | Abhinav Khandelwal | Rohit Seksaria |
| ISIN Code | INF174V01BH3 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.41% | 3.46% |
| 6 Month | -13.41% | -10.47% |
| 1 Year | -1.81% | 0.06% |
| 3 Year | - | 17.22% |
| 5 Year | - | 31.45% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.31% | -0.29% |
| 1 Year | -14.51% | -8.28% |
| 3 Year | - | 16.71% |
| 5 Year | - | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 60.56% | 16.78% |
| 3 Year | - | 18.05% |
| 5 Year | - | 15.38% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 0.52% |
| Beta | - | 0.77% |
| Alpha | - | 0.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Rohit Seksaria |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 15 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 8.14 |
| Large Cap | 14.39 | 5.51 |
| Small Cap | 66.97 | 83.41 |
| Mid Cap | 11.72 | 2.94 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 8.9 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | 18.36 |
| Industrials | 24.3 | 19.46 |
| Healthcare | 4.86 | 9.08 |
| Basic Materials | 15.5 | 9.08 |
| Technology | 4.3 | 4.4 |
| Consumer Defensive | 8.1 | 4.93 |
| Financial Services | 7.88 | 17.68 |
| Communication Services | 3 | 3.59 |
| Real Estate | 2.27 | 3.3 |
| Utilities | 4.22 | 1.22 |
Top Comparisons
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns6.75%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns9.15%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns20.02%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns18.41%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.84%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.84%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.56%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns6.72%
