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

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tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 - 0.69%
Beta - 0.77%
Alpha - 1.31%

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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 6.13
Large Cap 14.39 6.23
Small Cap 66.97 84.96
Mid Cap 11.72 2.15

Sector Allocation

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

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