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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) | ₹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 | 5.26% | 5.71% |
| 6 Month | -8.22% | -4.01% |
| 1 Year | 0.97% | 5.11% |
| 3 Year | - | 26.08% |
| 5 Year | - | 32.91% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.77% | 11.98% |
| 1 Year | 1.24% | 9.91% |
| 3 Year | - | 20.72% |
| 5 Year | - | 22.78% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 57.26% | 15.61% |
| 3 Year | - | 17.89% |
| 5 Year | - | 15.53% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 1.03% |
| Beta | - | 0.77% |
| Alpha | - | 1.81% |
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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 | 10.65 |
| Large Cap | 14.39 | 5.65 |
| Small Cap | 66.97 | 82.41 |
| Mid Cap | 11.72 | 2.01 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 10.65 |
| 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 | - | 3.35 |
| Auto Components | - | 5.62 |
| IT - Services | - | 4.99 |
| Industrial Manufacturing | - | 1.22 |
| Construction | - | 2.37 |
| Retailing | - | 1.89 |
| Banks | - | 8.86 |
| Chemicals & Petrochemicals | - | 2.14 |
| Consumer Durables | - | 7.16 |
| IT - Software | - | 2.42 |
| Pharmaceuticals & Biotechnology | - | 5.38 |
| Agricultural Food & other Products | - | 2.13 |
| Industrial Products | - | 8.09 |
| Fertilizers & Agrochemicals | - | 2.12 |
| Finance | - | 6.48 |
| Automobiles | - | 0.58 |
| Healthcare Services | - | 4.5 |
| Entertainment | - | 0.95 |
| Gas | - | 1.31 |
| Leisure Services | - | 3.32 |
| Cement & Cement Products | - | 1.62 |
| Other Consumer Services | - | 0.97 |
| Electrical Equipment | - | 1.55 |
| Insurance | - | 0.83 |
| Personal Products | - | 1.26 |
| Other Utilities | - | 1.45 |
| Realty | - | 3.26 |
| Transport Infrastructure | - | 1.55 |
| Aerospace & Defense | - | 1.86 |
| Textiles & Apparels | - | 0.84 |
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