- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Small Cap Fund vs Tata Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3841 Cr | ₹10529 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Dec 2022 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 4.59% |
| Expense Ratio | 1.85 | 1.7 |
| Manager | Abhinav Khandelwal | Chandraprakash Padiyar |
| ISIN Code | INF174V01BH3 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.32% | 3.52% |
| 6 Month | -3.93% | -4.3% |
| 1 Year | -1.38% | 2.43% |
| 3 Year | - | 27.39% |
| 5 Year | - | 33.48% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 12.7% | 11.65% |
| 1 Year | 6.06% | 6.11% |
| 3 Year | - | 21.17% |
| 5 Year | - | 24.82% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 57.26% | 26.47% |
| 3 Year | - | 29.12% |
| 5 Year | - | 29.64% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.37% |
| Sharp | - | 1.05% |
| Beta | - | 0.76% |
| Alpha | - | 2.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Chandraprakash Padiyar |
| Total AUM | ₹5522 Cr | ₹15627 Cr |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 7.03 |
| Large Cap | 14.39 | - |
| Small Cap | 66.97 | 84.22 |
| Mid Cap | 11.72 | 8.75 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 8.25 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | 15.97 |
| Industrials | 24.3 | 24.35 |
| Healthcare | 4.86 | 10.59 |
| Basic Materials | 15.5 | 18.16 |
| Technology | 4.3 | 5.85 |
| Consumer Defensive | 8.1 | 3.84 |
| Financial Services | 7.88 | 8.32 |
| Communication Services | 3 | - |
| Real Estate | 2.27 | 3.86 |
| Utilities | 4.22 | 0.82 |
Top Comparisons
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns20.07%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns25.05%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Bandhan Small Cap Fund Regular Growth
3Y Returns34.97%
Nippon India Small Cap Fund Regular Growth
3Y Returns30.33%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.51%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.91%
