Mahindra Manulife Small Cap Fund vs Invesco India Smallcap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

Invest Now

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) ₹5220 Cr ₹5353 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 Index BSE 250 SmallCap Index
Turn Over 30% 47%
Expense Ratio 1.8 1.81
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 -10.25% -9.47%
6 Month -12.84% -2.75%
1 Year 6.95% 19.18%
3 Year - 22.02%
5 Year - 26.98%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth
6 Month - -
1 Year 11.32% 28.26%
3 Year - 35.75%
5 Year - 33.99%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth
1 Year 62.87% 25.82%
3 Year - 28.32%
5 Year - 27.73%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation - 14.52%
Sharp - 1.23%
Beta - 0.74%
Alpha - 4.89%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 8.98 2.12
Small Cap 71.33 66.39
Large Cap 8.71 3.59
Mid Cap 10.98 27.9

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Invesco India Smallcap Fund - Regular Plan - Growth

Others 8.98 2.12
Cement & Cement Products 3.85 1.43
Realty 3.72 2
Petroleum Products 1.62 1.21
Industrial Manufacturing 2.58 3.45
Transport Services 1.42 1.07
Finance 6.47 4.79
Retailing 2.5 2.63
Textiles & Apparels 1.86 -
Paper, Forest & Jute Products 3.85 3.66
Electrical Equipment 6.37 6.86
Construction 2.1 2.48
Pharmaceuticals & Biotechnology 6.32 8.2
Ferrous Metals 1.86 -
Telecom - Services 1.62 1.26
Chemicals & Petrochemicals 4.61 1.16
Gas 2.63 -
IT - Services 0.86 -
Beverages 0.66 -
Industrial Products 5.02 5.8
Banks 1.68 2.64
Power 3.53 0.97
Consumer Durables 1.32 12.04
Diversified 2.36 -
Agricultural Food & other Products 1.27 -
Agricultural, Commercial & Construction Vehicles 1.59 1.72
Leisure Services 1.69 -
Auto Components 5.04 3.26
Minerals & Mining 0.71 -
Food Products 1.57 2.29
Other Utilities 0.91 -
Personal Products 1.54 -
Household Products 0.97 -
Commercial Services & Supplies 2.64 0.79
Capital Markets 2.32 14.76
IT - Software 1.15 4.5
Media 0.81 -
Healthcare Services - 4.38
IT - Hardware - 0.97
Aerospace & Defense - 1.49
Insurance - 1.2
Automobiles - 0.87

Top Comparisons

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns11.45%

VS

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns12.9%

Compare Now

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns18.95%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns18.89%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.52%

VS

LIC MF Liquid Fund-Growth LIC MF Liquid Fund-Growth

3Y Returns6.46%

Compare Now

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

3Y Returns14.01%

VS

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns11.73%

Compare Now
Request call back
Add to Cart Successfully