Mahindra Manulife Small Cap Fund vs HSBC Small Cap Fund compare

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

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tortoise-icon HSBC 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 HSBC Small Cap Fund - Regular Growth
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4563 Cr ₹16396 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2022 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over 30% 15%
Expense Ratio 1.8 1.7
Manager Abhinav Khandelwal Venugopal Manghat
ISIN Code INF174V01BH3 INF917K01QC7
Exits Load Exit load of 1% if redeemed within 3 months/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Month 3.93% 1.86%
6 Month 28.6% 22.79%
1 Year 61.26% 46%
3 Year - 30.37%
5 Year - 32.48%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 23.45% 21.58%
3 Year 44.33% 58.86%
5 Year 44.33% 137.96%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 41.24% 36.36%
3 Year 49.44% 99.84%
5 Year 49.44% 151.38%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation - 14.69%
Sharp - 1.4%
Beta - 0.8%
Alpha - 7.09%

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Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Name Abhinav Khandelwal Venugopal Manghat
Total AUM ₹5522 Cr ₹41442 Cr
Fund Manage 5 7
Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 7.63 3.91
Large Cap 8.7 3.03
Small Cap 70.89 72.94
Mid Cap 12.78 20.12

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 6.66 2.51
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 12.47
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 3.4
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 -
Financial - 7.98
Materials - 9.17
Services - 10.12
Automobile - 3.89
Healthcare - 5.3
Technology - 5.93
Consumer Staples - 5.57
Chemicals - 1.41
Metals & Mining - 8.71
Consumer Discretionary - 2.17
Textiles - 3.7
Capital Goods - 17.67

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