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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 | Average |
| Asset Size (Cr) | ₹4308 Cr | ₹11792 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 | -3.25% | -6.57% |
| 6 Month | 2.54% | -7.14% |
| 1 Year | -6.61% | -15.45% |
| 3 Year | - | 14.64% |
| 5 Year | - | 23.76% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.03% | -7.96% |
| 1 Year | 10.33% | -8.9% |
| 3 Year | - | 7% |
| 5 Year | - | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 21.92% |
| 3 Year | - | 28.24% |
| 5 Year | - | 29.97% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.07% |
| Sharp | - | 0.80% |
| Beta | - | 0.76% |
| Alpha | - | 0.09% |
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 | 8.33 | 18.19 |
| Small Cap | 73.68 | 74.45 |
| Large Cap | 4.61 | - |
| Mid Cap | 13.37 | 7.36 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.7 | 12.98 |
| Consumer Cyclical | 18.98 | 17.84 |
| Industrials | 11.5 | 25.91 |
| Financial Services | 18 | 5.66 |
| Basic Materials | 15.07 | 18.09 |
| Healthcare | 10.48 | 5.46 |
| Utilities | 3.52 | 1.2 |
| Consumer Defensive | 8.72 | 1.77 |
| Technology | 7.34 | 6.66 |
| Communication Services | 0.86 | - |
| Real Estate | 0.84 | 4.44 |
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