- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹4065 Cr | ₹3341 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 | 4.57% | 4.77% |
| 6 Month | 15.2% | 14.92% |
| 1 Year | -1.85% | 1.61% |
| 3 Year | - | 20.75% |
| 5 Year | - | 27.58% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.69% | 0.96% |
| 1 Year | 8.2% | 11.29% |
| 3 Year | - | 15.17% |
| 5 Year | - | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 49.48% | 14.64% |
| 3 Year | - | 18.25% |
| 5 Year | - | 15.68% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 0.87% |
| Beta | - | 0.77% |
| Alpha | - | 0.62% |
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 | 7.76 | 8.28 |
| Small Cap | 75 | 84.1 |
| Large Cap | 3.69 | 5.92 |
| Mid Cap | 13.55 | 1.7 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.87 | 6.01 |
| Consumer Cyclical | 18.75 | 21.13 |
| Industrials | 11.93 | 18.55 |
| Financial Services | 19.68 | 18.08 |
| Basic Materials | 14.96 | 7.98 |
| Utilities | 3.68 | 1.14 |
| Consumer Defensive | 8.84 | 2.7 |
| Technology | 7.06 | 4.45 |
| Healthcare | 8.91 | 12.08 |
| Communication Services | 0.85 | 5.47 |
| Real Estate | 1.49 | 2.41 |
Top Comparisons
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.11%
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns7.46%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns6.25%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.85%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.86%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.08%
