Mahindra Manulife Small Cap Fund vs Invesco India Smallcap Fund compare

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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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Invesco India Smallcap Fund - Regular Plan - 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	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4235 Cr	₹8999 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	12 Dec 2022	30 Oct 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	BSE 250 SmallCap TRI
Turn Over	30%	47%
Expense Ratio	1.85	1.78
Manager	Abhinav Khandelwal	Aditya Khemani
ISIN Code	INF174V01BH3	INF205K011T7
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	Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	-2.96%	-1.6%
6 Month	1.04%	0.87%
1 Year	-7.46%	-4.94%
3 Year	24.3%	23.53%
5 Year	-	26.83%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-0.93%	-0.98%
1 Year	9.94%	11%
3 Year	15.8%	18.89%
5 Year	-	20.91%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	49.48%	22.02%
3 Year	-	27.52%
5 Year	-	30.16%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	-	16.30%
Sharp	-	1.05%
Beta	-	0.78%
Alpha	-	5.67%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Name	Abhinav Khandelwal	Aditya Khemani
Total AUM	₹5522 Cr	₹12070 Cr
Funds Managed	5	3
	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	8.33	15.17
Small Cap	73.68	61.39
Large Cap	4.61	9.96
Mid Cap	13.37	13.49

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	4.7	2.64
Consumer Cyclical	18.98	18.6
Industrials	11.5	16.3
Financial Services	18	27.01
Real Estate	2.66	7.82
Healthcare	10.48	17.83
Utilities	3.52	-
Basic Materials	13.25	3.88
Consumer Defensive	8.72	1.24
Technology	7.34	4.29
Communication Services	0.86	-
Energy	-	0.38