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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) | ₹4308 Cr | ₹3496 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 | 2.42% | 2.62% |
| 6 Month | 8.48% | 7.57% |
| 1 Year | 2.68% | 6.62% |
| 3 Year | - | 21.11% |
| 5 Year | - | 26.43% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 2.18% |
| 1 Year | 14.66% | 16.62% |
| 3 Year | - | 16.77% |
| 5 Year | - | 18.78% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 49.48% | 14.54% |
| 3 Year | - | 18.47% |
| 5 Year | - | 15.78% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.71% |
| Sharp | - | 0.87% |
| Beta | - | 0.77% |
| Alpha | - | 0.87% |
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
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