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Mahindra Manulife Small Cap Fund vs HDFC Small Cap Fund compare

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

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tortoise-icon HDFC Small Cap Fund Regular 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 HDFC Small Cap Fund Regular Growth
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3541 Cr ₹31230 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Dec 2022 03 Apr 2008
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI BSE 250 SmallCap TRI
Turn Over 30% 10.02%
Expense Ratio 1.85 1.57
Manager Abhinav Khandelwal Dhruv Muchhal
ISIN Code INF174V01BH3 INF179KA1RZ8
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 HDFC 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 HDFC Small Cap Fund Regular Growth
1 Month 8.45% 7.35%
6 Month -20.23% -14.96%
1 Year 5.34% 3.1%
3 Year - 19.52%
5 Year - 36.06%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
6 Month -11.3% -9.97%
1 Year -20.82% -17.05%
3 Year - 15.36%
5 Year - 22.96%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
1 Year 60.56% 17.52%
3 Year - 19.66%
5 Year - 16.96%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
Standard Deviation - 16.223%
Sharp - 0.719%
Beta - 0.784%
Alpha - 1.828%

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Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth
Name Abhinav Khandelwal Dhruv Muchhal
Total AUM ₹5522 Cr ₹520687 Cr
Funds Managed 5 40
Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund Regular Growth

Others 6.92 6.66
Large Cap 14.39 3.87
Small Cap 66.97 80.87
Mid Cap 11.72 8.61

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund Regular Growth

Others 6.92 6.66
Energy 3.57 -
Consumer Cyclical 15.07 18.74
Industrials 24.3 23.81
Healthcare 4.86 12.18
Basic Materials 15.5 6.7
Technology 4.3 14.88
Consumer Defensive 8.1 2.16
Financial Services 7.88 12.19
Communication Services 3 2.25
Real Estate 2.27 -
Utilities 4.22 0.43

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