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) ₹5220 Cr ₹23952 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 Index NIFTY Smallcap 250 TRI
Turn Over 30% 5%
Expense Ratio 1.8 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 Plan - Growth
1 Month 3.58% 5.18%
6 Month 5.44% 7.89%
1 Year 30.3% 26.02%
3 Year - 20.94%
5 Year - 27.49%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 20.32% 23.97%
3 Year - 27.12%
5 Year - 28.92%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 62.87% 18.63%
3 Year - 20.16%
5 Year - 19.24%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation - 11.78%
Sharp - 1.09%
Beta - 0.64%
Alpha - 2.84%

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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 8.98 13.11
Small Cap 71.33 67.41
Large Cap 8.71 4.27
Mid Cap 10.98 15.27

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 8.98 13.11
Cement & Cement Products 3.85 2.3
Realty 3.72 5.26
Petroleum Products 1.62 -
Industrial Manufacturing 2.58 2.67
Transport Services 1.42 0.24
Finance 6.47 7.24
Retailing 2.5 1.29
Textiles & Apparels 1.86 0.39
Paper, Forest & Jute Products 3.85 -
Electrical Equipment 6.37 1.55
Construction 2.1 2.83
Pharmaceuticals & Biotechnology 6.32 4.25
Ferrous Metals 1.86 -
Telecom - Services 1.62 -
Chemicals & Petrochemicals 4.61 7.64
Gas 2.63 0.55
IT - Services 0.86 1.17
Beverages 0.66 -
Industrial Products 5.02 6.74
Banks 1.68 3.86
Power 3.53 -
Consumer Durables 1.32 5.72
Diversified 2.36 -
Agricultural Food & other Products 1.27 2.83
Agricultural, Commercial & Construction Vehicles 1.59 -
Leisure Services 1.69 1.07
Auto Components 5.04 7.32
Minerals & Mining 0.71 -
Food Products 1.57 1.61
Other Utilities 0.91 -
Personal Products 1.54 -
Household Products 0.97 0.61
Commercial Services & Supplies 2.64 0.63
Capital Markets 2.32 5.62
IT - Software 1.15 3.86
Media 0.81 -
Non - Ferrous Metals - 0.41
Healthcare Services - 5.8
Aerospace & Defense - 1.38
Financial Technology (Fintech) - 1.84
Cigarettes & Tobacco Products - 0.27

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