Mahindra Manulife Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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

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tortoise-icon Sundaram Small Cap 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 Sundaram Small Cap Fund Regular Plan - Growth
Fund Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4563 Cr ₹3333 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2022 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 30% 22%
Expense Ratio 1.8 1.93
Manager Abhinav Khandelwal Rohit Seksaria
ISIN Code INF174V01BH3 INF903J01470
Exits Load Exit load of 1% if redeemed within 3 months/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month -9.36% -8.27%
6 Month 5.2% 6.18%
1 Year 31.99% 21.82%
3 Year - 17.73%
5 Year - 26.71%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 28.04% 22.27%
3 Year - 28.41%
5 Year - 30.37%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 62.87% 16.53%
3 Year - 17.99%
5 Year - 15.23%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation - 14.09%
Sharp - 1%
Beta - 0.75%
Alpha - 1.64%

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Fund Managers

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Abhinav Khandelwal Rohit Seksaria
Total AUM ₹5522 Cr ₹0 Cr
Fund Manage 5 15
Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.98 6.79
Small Cap 71.33 76.79
Large Cap 8.71 7.72
Mid Cap 10.98 8.71

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.98 2.48
Cement & Cement Products 3.85 -
Realty 3.72 -
Petroleum Products 1.62 -
Industrial Manufacturing 2.58 -
Transport Services 1.42 -
Finance 6.47 -
Retailing 2.5 -
Textiles & Apparels 1.86 -
Paper, Forest & Jute Products 3.85 -
Electrical Equipment 6.37 -
Construction 2.1 6.33
Pharmaceuticals & Biotechnology 6.32 -
Ferrous Metals 1.86 -
Telecom - Services 1.62 -
Chemicals & Petrochemicals 4.61 -
Gas 2.63 -
IT - Services 0.86 -
Beverages 0.66 -
Industrial Products 5.02 -
Banks 1.68 -
Power 3.53 -
Consumer Durables 1.32 -
Diversified 2.36 -
Agricultural Food & other Products 1.27 -
Agricultural, Commercial & Construction Vehicles 1.59 -
Leisure Services 1.69 -
Auto Components 5.04 -
Minerals & Mining 0.71 -
Food Products 1.57 -
Other Utilities 0.91 -
Personal Products 1.54 -
Household Products 0.97 -
Commercial Services & Supplies 2.64 -
Capital Markets 2.32 -
IT - Software 1.15 -
Media 0.81 -
Automobile - 3.14
Financial - 24.44
Capital Goods - 10.59
Technology - 8.31
Healthcare - 8.1
Chemicals - 2.36
Materials - 4.69
Consumer Staples - 6.04
Metals & Mining - 2.72
Consumer Discretionary - 5.01
Services - 11.54
Energy - 1.2
Textiles - 1.12
Unclassified - 1.94

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