Mahindra Manulife Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4563 Cr ₹22263 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2022 05 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 30% 5%
Expense Ratio 1.8 1.62
Manager Abhinav Khandelwal Shreyash Devalkar
ISIN Code INF174V01BH3 INF846K01K01
Exits Load Exit load of 1% if redeemed within 3 months/365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month 3.93% 7.92%
6 Month 28.6% 22.03%
1 Year 61.26% 37.36%
3 Year - 23.02%
5 Year - 30.1%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.45% 15.95%
3 Year 44.33% 43.23%
5 Year 44.33% 102.17%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 41.24% 29.67%
3 Year 49.44% 76.53%
5 Year 49.44% 110.45%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation - 11.78%
Sharp - 1.31%
Beta - 0.61%
Alpha - 4.21%

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Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Name Abhinav Khandelwal Shreyash Devalkar
Total AUM ₹5522 Cr ₹166770 Cr
Fund Manage 5 14
Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 7.63 11.16
Mid Cap 12.78 13.3
Large Cap 8.7 3.67
Small Cap 70.89 71.87

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 6.66 6.21
Telecom - Services 3.01 -
Gas 2.87 -
Paper, Forest & Jute Products 3.36 -
Realty 2.98 -
Chemicals & Petrochemicals 3.71 -
Cement & Cement Products 4.53 -
Commercial Services & Supplies 2.64 -
Power 3.36 -
Finance 6.55 -
Electrical Equipment 6.21 -
Pharmaceuticals & Biotechnology 7.31 -
Diversified 1.88 0.75
Auto Components 4.86 -
Petroleum Products 1.79 -
Personal Products 1.78 -
IT - Software 1.74 -
Industrial Products 5.85 -
Capital Markets 2.44 -
Agricultural, Commercial & Construction Vehicles 2.36 -
Leisure Services 2.13 -
Textiles & Apparels 2.12 -
Food Products 1.26 -
Construction 2.2 10.8
IT - Services 1.22 -
Ferrous Metals 2 -
Household Products 1.15 -
Retailing 1.58 -
Industrial Manufacturing 2.93 -
Transport Services 1.81 -
Minerals & Mining 0.94 -
Agricultural Food & other Products 0.94 -
Media 0.91 -
Consumer Durables 1.37 -
Beverages 0.74 -
Banks 0.81 -
Consumer Discretionary - 5.78
Financial - 15.4
Healthcare - 10.76
Technology - 6.4
Consumer Staples - 4.34
Capital Goods - 10.42
Chemicals - 7.09
Materials - 2.69
Services - 6.9
Metals & Mining - 5.67
Automobile - 5.92
Energy - 0.58
Textiles - 0.18
Insurance - 0.11

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