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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) | ₹3981 Cr | ₹3282 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 | 3.37% | 3.83% |
| 6 Month | 19.4% | 21.9% |
| 1 Year | -9.14% | -2.23% |
| 3 Year | - | 19.05% |
| 5 Year | - | 28.27% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.94% | 5.06% |
| 1 Year | 9.74% | 13.21% |
| 3 Year | - | 18.18% |
| 5 Year | - | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 53.3% | 15.05% |
| 3 Year | - | 18.08% |
| 5 Year | - | 15.62% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 0.84% |
| Beta | - | 0.77% |
| Alpha | - | 0.54% |
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 | 8.07 | 7.93 |
| Small Cap | 72.08 | 85.57 |
| Large Cap | 7.65 | 5.53 |
| Mid Cap | 12.19 | 0.97 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.87 | 5.89 |
| Consumer Cyclical | 20.54 | 20.38 |
| Industrials | 12.33 | 19.06 |
| Financial Services | 18.87 | 19.02 |
| Basic Materials | 16.35 | 8.13 |
| Utilities | 3.63 | 1.15 |
| Healthcare | 8.08 | 11.84 |
| Consumer Defensive | 8.42 | 3.24 |
| Technology | 6.45 | 3.41 |
| Communication Services | 0.91 | 5.23 |
| Real Estate | 1.55 | 2.66 |
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