Mahindra Manulife Small Cap Fund vs Axis Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
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 Plan - Growth |
---|---|---|
1 Month | -10.04% | -8.04% |
6 Month | -18.97% | -11.45% |
1 Year | 1.55% | 4.31% |
3 Year | - | 16.35% |
5 Year | - | 21.21% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.57% | -10.07% |
3 Year | - | 14.9% |
5 Year | - | 21.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - 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 Plan - Growth |
---|---|---|
Standard Deviation | - | 11.78% |
Sharp | - | 0.74% |
Beta | - | 0.65% |
Alpha | - | 2.4% |
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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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