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) | ₹3541 Cr | ₹8883 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 | 1.41% | -0.9% |
6 Month | -13.41% | -15.83% |
1 Year | -1.81% | 0.72% |
3 Year | - | 19.17% |
5 Year | - | 33.52% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | -2.31% | -3.1% |
1 Year | -14.51% | -12.71% |
3 Year | - | 17.26% |
5 Year | - | 23.52% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 60.56% | 28.19% |
3 Year | - | 29.82% |
5 Year | - | 28.63% |
Risk Management
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | - | 15.861% |
Sharp | - | 0.793% |
Beta | - | 0.736% |
Alpha | - | 3.356% |
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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 |
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