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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) ₹3541 Cr ₹15453 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Dec 2022 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI BSE 250 SmallCap TRI
Turn Over 30% 15%
Expense Ratio 1.85 1.67
Manager Abhinav Khandelwal Venugopal Manghat
ISIN Code INF174V01BH3 INF917K01QC7
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 HSBC 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 HSBC Small Cap Fund Regular Growth
1 Month -3.84% -7.09%
6 Month -23.19% -21.98%
1 Year 0.54% -0.38%
3 Year - 16.4%
5 Year - 27.45%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
6 Month -15.46% -17.59%
1 Year -28.15% -30.92%
3 Year - 10.81%
5 Year - 21.73%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
1 Year 60.56% 19.2%
3 Year - 23.02%
5 Year - 15.83%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
Standard Deviation - 18.203%
Sharp - 0.572%
Beta - 0.882%
Alpha - -0.639%

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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 6.91939 3.73606
Large Cap 14.39332 2.59256
Small Cap 66.96581 72.67612
Mid Cap 11.72148 20.99523

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund Regular Growth

Others 6.91939 6.46878
Energy 3.5728 1.396
Consumer Cyclical 15.06932 16.28569
Industrials 24.30393 27.70149
Healthcare 4.85819 4.46622
Basic Materials 15.49752 10.53352
Technology 4.3028 9.97862
Consumer Defensive 8.10112 3.37769
Financial Services 7.87559 14.58974
Communication Services 3.00087 -
Real Estate 2.27378 5.20222
Utilities 4.22469 -

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