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Mahindra Manulife Small Cap Fund vs Axis Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3541 Cr | ₹23139 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Dec 2022 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 5% |
| Expense Ratio | 1.85 | 1.61 |
| Manager | Abhinav Khandelwal | Shreyash Devalkar |
| ISIN Code | INF174V01BH3 | INF846K01K01 |
| 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 | Axis 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.58% | 2.51% |
| 6 Month | -10.45% | -3.92% |
| 1 Year | 3.13% | 10.55% |
| 3 Year | - | 17.44% |
| 5 Year | - | 30.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.33% | -2.01% |
| 1 Year | -15.85% | -6.08% |
| 3 Year | - | 16.77% |
| 5 Year | - | 21.32% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 60.56% | 18.9% |
| 3 Year | - | 19.99% |
| 5 Year | - | 19.66% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.59% |
| Beta | - | 0.69% |
| Alpha | - | 1.2% |
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Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Shreyash Devalkar |
| Total AUM | ₹5522 Cr | ₹166770 Cr |
| Funds Managed | 5 | 14 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 14 |
| Large Cap | 14.39 | 4.05 |
| Small Cap | 66.97 | 64.45 |
| Mid Cap | 11.72 | 17.51 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 13.78 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | 10.55 |
| Industrials | 24.3 | 18.4 |
| Healthcare | 4.86 | 11.43 |
| Basic Materials | 15.5 | 10.58 |
| Technology | 4.3 | 7.13 |
| Consumer Defensive | 8.1 | 4.76 |
| Financial Services | 7.88 | 17.17 |
| Communication Services | 3 | 0.81 |
| Real Estate | 2.27 | 4.85 |
| Utilities | 4.22 | 0.54 |
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