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Mahindra Manulife Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3541 Cr | ₹491 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Dec 2022 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | % |
| Expense Ratio | 1.85 | 2.42 |
| Manager | Abhinav Khandelwal | Yogesh Patil |
| ISIN Code | INF174V01BH3 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 8.54% | 8.25% |
| 6 Month | -16.81% | -16.01% |
| 1 Year | 3.29% | 9.81% |
| 3 Year | - | 16.64% |
| 5 Year | - | 31.78% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -7.6% | -8.98% |
| 1 Year | -21.56% | -20.19% |
| 3 Year | - | 14.7% |
| 5 Year | - | 21.25% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 60.56% | 14.61% |
| 3 Year | - | 24.75% |
| 5 Year | - | 19.19% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 16.47% |
| Sharp | - | 0.817% |
| Beta | - | 0.823% |
| Alpha | - | 1.666% |
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Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Yogesh Patil |
| Total AUM | ₹5522 Cr | ₹5898 Cr |
| Funds Managed | 5 | 7 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.92 | 5.06 |
| Large Cap | 14.39 | 2.81 |
| Small Cap | 66.97 | 81.56 |
| Mid Cap | 11.72 | 10.58 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.92 | 5.06 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | 16.45 |
| Industrials | 24.3 | 32.99 |
| Healthcare | 4.86 | 4.12 |
| Basic Materials | 15.5 | 13.18 |
| Technology | 4.3 | 2.63 |
| Consumer Defensive | 8.1 | 7.73 |
| Financial Services | 7.88 | 6.05 |
| Communication Services | 3 | 2.92 |
| Real Estate | 2.27 | 0.83 |
| Utilities | 4.22 | 8.02 |
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