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Mahindra Manulife Small Cap Fund vs Edelweiss Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3541 Cr | ₹4171 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Dec 2022 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 18% |
| Expense Ratio | 1.85 | 1.84 |
| Manager | Abhinav Khandelwal | Trideep Bhattacharya |
| ISIN Code | INF174V01BH3 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.33% | 7.56% |
| 6 Month | -19.99% | -16.38% |
| 1 Year | 5.34% | 7.09% |
| 3 Year | - | 16.9% |
| 5 Year | - | 35.79% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -11.3% | -11.05% |
| 1 Year | -20.82% | -16.81% |
| 3 Year | - | 15.76% |
| 5 Year | - | 22.61% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 60.56% | 30.2% |
| 3 Year | - | 30.38% |
| 5 Year | - | 31.61% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.599% |
| Sharp | - | 0.8% |
| Beta | - | 0.803% |
| Alpha | - | 0.98% |
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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 |
| Funds Managed | 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 | 6.92 | 3.2 |
| Large Cap | 14.39 | 0 |
| Small Cap | 66.97 | 67.63 |
| Mid Cap | 11.72 | 29.17 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 3.2 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | 16.79 |
| Industrials | 24.3 | 18.22 |
| Healthcare | 4.86 | 11.41 |
| Basic Materials | 15.5 | 11.9 |
| Technology | 4.3 | 11.49 |
| Consumer Defensive | 8.1 | 6.61 |
| Financial Services | 7.88 | 17.15 |
| Communication Services | 3 | - |
| Real Estate | 2.27 | 3.21 |
| Utilities | 4.22 | - |
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