Mahindra Manulife Small Cap Fund vs HDFC Small Cap Fund compare

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund - Growth Option

Overview

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
Fund	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4563 Cr	₹31526 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Dec 2022	02 Apr 2008
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap Index	BSE 250 SmallCap Index
Turn Over	30%	10.02%
Expense Ratio	1.8	1.58
Manager	Abhinav Khandelwal	Dhruv Muchhal
ISIN Code	INF174V01BH3	INF179KA1RZ8
Exits Load	Exit load of 1% if redeemed within 3 months/365	Exit load of 1% if redeemed within 1 year/365

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
1 Month	3.93%	2.23%
6 Month	28.6%	16.9%
1 Year	61.26%	37.8%
3 Year	-	27.36%
5 Year	-	30.29%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
6 Month	-	-
1 Year	23.45%	15.03%
3 Year	44.33%	52.08%
5 Year	44.33%	122.38%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
1 Year	41.24%	33.72%
3 Year	49.44%	90.05%
5 Year	49.44%	129.98%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
Standard Deviation	-	15.17%
Sharp	-	1.2%
Beta	-	0.8%
Alpha	-	4%

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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
Others	7.63	7.71
Large Cap	8.7	4.04
Small Cap	70.89	79.7
Mid Cap	12.78	8.55

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	HDFC Small Cap Fund - Growth Option
Others	6.66	7.63
Petroleum Products	1.79	-
Industrial Manufacturing	2.93	0.29
Transport Services	1.81	7.53
Finance	6.55	1.41
Retailing	1.58	2.28
Textiles & Apparels	2.12	1.8
Cement & Cement Products	4.53	-
Paper, Forest & Jute Products	3.36	-
Electrical Equipment	6.21	3.38
Construction	2.2	8.01
Pharmaceuticals & Biotechnology	7.31	3.45
Ferrous Metals	2	2.79
Telecom - Services	3.01	-
Chemicals & Petrochemicals	3.71	1.61
Gas	2.87	-
IT - Services	1.22	0.66
Beverages	0.74	0.88
Industrial Products	5.85	5.9
Power	3.36	0.49
Consumer Durables	1.37	5.69
Diversified	1.88	-
Realty	2.98	-
Agricultural Food & other Products	0.94	-
Agricultural, Commercial & Construction Vehicles	2.36	0.31
Leisure Services	2.13	1.61
Auto Components	4.86	7.79
Minerals & Mining	0.94	-
Food Products	1.26	-
Banks	0.81	8.31
Personal Products	1.78	1.53
Household Products	1.15	-
Commercial Services & Supplies	2.64	8.7
Capital Markets	2.44	0.65
IT - Software	1.74	4.02
Media	0.91	0.62
Entertainment	-	2.26
Healthcare Services	-	6.12
Fertilizers & Agrochemicals	-	2.88
Transport Infrastructure	-	0.64
Other Utilities	-	0.76