Mahindra Manulife Small Cap Fund vs Edelweiss Small Cap Fund compare

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

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tortoise-icon Edelweiss 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 Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4563 Cr ₹3816 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2022 01 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY SMALLCAP 250 TRI
Turn Over 30% 18%
Expense Ratio 1.8 1.86
Manager Abhinav Khandelwal Trideep Bhattacharya
ISIN Code INF174V01BH3 INF754K01JJ4
Exits Load Exit load of 1% if redeemed within 3 months/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month -4.87% -4.3%
6 Month 16.3% 17.66%
1 Year 43.89% 34.46%
3 Year - 21.38%
5 Year - 32.3%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 28.04% 25.6%
3 Year - 29.62%
5 Year - 32.59%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 62.87% 31.39%
3 Year - 31.7%
5 Year - 31.13%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation - 14.15%
Sharp - 1.2%
Beta - 0.77%
Alpha - 3.34%

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Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Name Abhinav Khandelwal Trideep Bhattacharya
Total AUM ₹5522 Cr ₹0 Cr
Fund Manage 5 9
Mahindra Manulife Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.63 2.77
Large Cap 8.7 -
Small Cap 70.89 71.43
Mid Cap 12.78 25.8

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 6.66 1.46
Petroleum Products 1.79 -
Industrial Manufacturing 2.93 -
Transport Services 1.81 -
Finance 6.55 -
Retailing 1.58 -
Textiles & Apparels 2.12 -
Cement & Cement Products 4.53 -
Paper, Forest & Jute Products 3.36 -
Electrical Equipment 6.21 -
Construction 2.2 10.09
Pharmaceuticals & Biotechnology 7.31 -
Ferrous Metals 2 -
Telecom - Services 3.01 -
Chemicals & Petrochemicals 3.71 -
Gas 2.87 -
IT - Services 1.22 -
Beverages 0.74 -
Industrial Products 5.85 -
Power 3.36 -
Consumer Durables 1.37 -
Diversified 1.88 -
Realty 2.98 -
Agricultural Food & other Products 0.94 -
Agricultural, Commercial & Construction Vehicles 2.36 -
Leisure Services 2.13 -
Auto Components 4.86 -
Minerals & Mining 0.94 -
Food Products 1.26 -
Banks 0.81 -
Personal Products 1.78 -
Household Products 1.15 -
Commercial Services & Supplies 2.64 -
Capital Markets 2.44 -
IT - Software 1.74 -
Media 0.91 -
Consumer Staples - 5.37
Materials - 5.99
Communication - 1.43
Healthcare - 9.88
Financial - 15.79
Automobile - 5.09
Capital Goods - 17.27
Services - 8.82
Chemicals - 2.15
Technology - 5.85
Metals & Mining - 4.26
Consumer Discretionary - 3.13
Textiles - 3.42

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