Mahindra Manulife Small Cap Fund vs Nippon India Small Cap Fund compare

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

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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 Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5220 Cr ₹56452 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Dec 2022 16 Sep 2010
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 30% 23%
Expense Ratio 1.8 1.47
Manager Abhinav Khandelwal Tejas Sheth
ISIN Code INF174V01BH3 INF204K01HZ0
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 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month 3.58% 4.18%
6 Month 5.44% 4.26%
1 Year 30.3% 28.57%
3 Year - 27.85%
5 Year - 35.74%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month - -
1 Year 20.32% 21.44%
3 Year - 33.74%
5 Year - 37.32%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 62.87% 18.15%
3 Year - 28.18%
5 Year - 22.05%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation - 14.53%
Sharp - 1.36%
Beta - 0.79%
Alpha - 7.17%

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Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name Abhinav Khandelwal Tejas Sheth
Total AUM ₹5522 Cr ₹89953 Cr
Fund Manage 5 3
Mahindra Manulife Small Cap Fund - Regular Plan - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 8.98 5.23
Small Cap 71.33 70
Large Cap 8.71 11.94
Mid Cap 10.98 12.83

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 8.98 5.23
Cement & Cement Products 3.85 1.24
Realty 3.72 0.58
Petroleum Products 1.62 0.27
Industrial Manufacturing 2.58 2.63
Transport Services 1.42 0.49
Finance 6.47 2.98
Retailing 2.5 1.32
Textiles & Apparels 1.86 2.62
Paper, Forest & Jute Products 3.85 1.08
Electrical Equipment 6.37 7.25
Construction 2.1 3.26
Pharmaceuticals & Biotechnology 6.32 4.89
Ferrous Metals 1.86 0.16
Telecom - Services 1.62 0.69
Chemicals & Petrochemicals 4.61 3.55
Gas 2.63 -
IT - Services 0.86 2.62
Beverages 0.66 1.23
Industrial Products 5.02 9.04
Banks 1.68 5.79
Power 3.53 1.84
Consumer Durables 1.32 7.21
Diversified 2.36 0.11
Agricultural Food & other Products 1.27 1.89
Agricultural, Commercial & Construction Vehicles 1.59 0.4
Leisure Services 1.69 1.54
Auto Components 5.04 6.15
Minerals & Mining 0.71 -
Food Products 1.57 1.4
Other Utilities 0.91 0.82
Personal Products 1.54 1.15
Household Products 0.97 1.13
Commercial Services & Supplies 2.64 0.94
Capital Markets 2.32 4.66
IT - Software 1.15 2.46
Media 0.81 0.08
Telecom - Equipment & Accessories - 1.27
Diversified FMCG - 0.41
Aerospace & Defense - 1.69
Fertilizers & Agrochemicals - 1.79
IT - Hardware - 0.06
Healthcare Services - 2.27
Other Consumer Services - 1.15
Entertainment - 0.51
Diversified Metals - 0.86
Consumable Fuels - 0.56
Automobiles - 0.15
Insurance - 0.58

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