- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Small Cap Fund vs Invesco India Smallcap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3981 Cr | ₹7718 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.37% | 1.92% |
| 6 Month | 19.4% | 22.61% |
| 1 Year | -9.14% | -1.18% |
| 3 Year | - | 24% |
| 5 Year | - | 30.41% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.94% | 4.39% |
| 1 Year | 9.74% | 12.34% |
| 3 Year | - | 23.58% |
| 5 Year | - | 24.22% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 53.3% | 24.48% |
| 3 Year | - | 27.92% |
| 5 Year | - | 30.15% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.15% |
| Sharp | - | 1.02% |
| Beta | - | 0.78% |
| Alpha | - | 4.19% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 8.64 |
| Small Cap | 72.08 | 67.29 |
| Large Cap | 7.65 | 7.78 |
| Mid Cap | 12.19 | 16.29 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.87 | 2.45 |
| Consumer Cyclical | 20.54 | 14.83 |
| Industrials | 12.33 | 17.65 |
| Financial Services | 18.87 | 26.86 |
| Basic Materials | 16.35 | 7.46 |
| Utilities | 3.63 | - |
| Healthcare | 8.08 | 21.23 |
| Consumer Defensive | 8.42 | 1.61 |
| Technology | 6.45 | 5.24 |
| Communication Services | 0.91 | 0 |
| Real Estate | 1.55 | 2.67 |
Top Comparisons
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.57%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.46%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.3%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns6.96%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.15%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.43%
