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 - Growth Option

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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 - 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) ₹5220 Cr ₹33504 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 Index BSE 250 SmallCap Index
Turn Over 30% 10.02%
Expense Ratio 1.8 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 - Growth Option
1 Month -6.79% -5.85%
6 Month -4.73% -2.17%
1 Year 14.42% 10.12%
3 Year - 19.43%
5 Year - 26.3%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund - Growth Option
6 Month - -
1 Year 3.55% 4.03%
3 Year - 24.36%
5 Year - 29.12%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HDFC Small Cap Fund - Growth Option
1 Year 62.87% 17.25%
3 Year - 19.58%
5 Year - 16.73%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund - Growth Option

Others 8.98 6.79
Small Cap 71.33 81.19
Large Cap 8.71 3.89
Mid Cap 10.98 8.13

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HDFC Small Cap Fund - Growth Option

Others 8.98 6.79
Cement & Cement Products 3.85 -
Realty 3.72 -
Petroleum Products 1.62 -
Industrial Manufacturing 2.58 1.49
Transport Services 1.42 7.22
Finance 6.47 0.72
Retailing 2.5 2.02
Textiles & Apparels 1.86 1.75
Paper, Forest & Jute Products 3.85 -
Electrical Equipment 6.37 3
Construction 2.1 7.06
Pharmaceuticals & Biotechnology 6.32 4.06
Ferrous Metals 1.86 2.16
Telecom - Services 1.62 -
Chemicals & Petrochemicals 4.61 1.8
Gas 2.63 -
IT - Services 0.86 0.19
Beverages 0.66 0.73
Industrial Products 5.02 4.99
Banks 1.68 8.48
Power 3.53 0.43
Consumer Durables 1.32 6.43
Diversified 2.36 -
Agricultural Food & other Products 1.27 -
Agricultural, Commercial & Construction Vehicles 1.59 0.27
Leisure Services 1.69 1.56
Auto Components 5.04 7.57
Minerals & Mining 0.71 -
Food Products 1.57 -
Other Utilities 0.91 0.79
Personal Products 1.54 1.31
Household Products 0.97 -
Commercial Services & Supplies 2.64 10.2
Capital Markets 2.32 1.21
IT - Software 1.15 4
Media 0.81 0.57
Entertainment - 2.23
Healthcare Services - 7.32
Fertilizers & Agrochemicals - 3.13
Transport Infrastructure - 0.52

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