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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) | ₹4053 Cr | ₹11576 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 | -3.38% | -5.05% |
| 6 Month | 14.84% | 12.97% |
| 1 Year | -4.44% | -1.48% |
| 3 Year | - | 22.2% |
| 5 Year | - | 30.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.07% | 3.14% |
| 1 Year | - | -1.48% |
| 3 Year | - | 16.31% |
| 5 Year | - | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 53.3% | 25.17% |
| 3 Year | - | 28.72% |
| 5 Year | - | 31.28% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.98% |
| Sharp | - | 1.09% |
| Beta | - | 0.77% |
| Alpha | - | 2.78% |
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 | 8.07 | 12.11 |
| Small Cap | 72.08 | 81.63 |
| Large Cap | 7.65 | - |
| Mid Cap | 12.19 | 6.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.87 | 9.62 |
| Consumer Cyclical | 20.54 | 18.21 |
| Industrials | 12.33 | 25.55 |
| Financial Services | 18.87 | 4.82 |
| Basic Materials | 16.35 | 19.78 |
| Utilities | 3.63 | 0.92 |
| Healthcare | 8.08 | 9.72 |
| Consumer Defensive | 8.42 | 2.62 |
| Technology | 6.45 | 4.63 |
| Communication Services | 0.91 | - |
| Real Estate | 1.55 | 4.11 |
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