Mahindra Manulife Small Cap Fund vs HSBC Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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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