Mahindra Manulife Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	2.67%	4.76%
6 Month	-4.82%	0.28%
1 Year	0.62%	7.01%
3 Year	-	23.74%
5 Year	-	35.62%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	4.02%	6.93%
1 Year	-5.3%	3.3%
3 Year	-	19.95%
5 Year	-	22.7%

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%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	-	14.09%
Sharp	-	0.69%
Beta	-	0.77%
Alpha	-	1.31%

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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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.92	6.13
Large Cap	14.39	6.23
Small Cap	66.97	84.96
Mid Cap	11.72	2.15

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.92	6.13
Energy	3.57	-
Consumer Cyclical	15.07	-
Industrials	24.3	-
Healthcare	4.86	-
Basic Materials	15.5	-
Technology	4.3	-
Consumer Defensive	8.1	-
Financial Services	7.88	-
Communication Services	3	-
Real Estate	2.27	-
Utilities	4.22	-
Capital Markets	-	3.69
Auto Components	-	6.36
Construction	-	2.73
IT - Services	-	5.03
Industrial Manufacturing	-	1.28
Retailing	-	1.73
Banks	-	7.41
Chemicals & Petrochemicals	-	2.82
Consumer Durables	-	7.87
IT - Software	-	2.54
Pharmaceuticals & Biotechnology	-	5.55
Agricultural Food & other Products	-	2.19
Industrial Products	-	8.5
Fertilizers & Agrochemicals	-	2.1
Finance	-	6.93
Automobiles	-	0.63
Healthcare Services	-	4.43
Entertainment	-	0.95
Gas	-	1.22
Leisure Services	-	3.57
Cement & Cement Products	-	1.79
Other Consumer Services	-	1.17
Electrical Equipment	-	1.53
Insurance	-	0.87
Personal Products	-	1.21
Other Utilities	-	1.4
Realty	-	3.16
Transport Infrastructure	-	1.56
Aerospace & Defense	-	1.83
Textiles & Apparels	-	0.79
Beverages	-	0.5