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

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	3.93%	9.61%
6 Month	28.6%	20.19%
1 Year	61.26%	40.99%
3 Year	-	24.51%
5 Year	-	31%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	23.45%	16.31%
3 Year	44.33%	48.22%
5 Year	44.33%	111.75%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	41.24%	32.21%
3 Year	49.44%	81.53%
5 Year	49.44%	119.87%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	-	14.09%
Sharp	-	1.12%
Beta	-	0.74%
Alpha	-	2.08%

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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

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	7.63	6.79
Mid Cap	12.78	8.71
Large Cap	8.7	7.72
Small Cap	70.89	76.79

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.66	2.48
Telecom - Services	3.01	-
Gas	2.87	-
Paper, Forest & Jute Products	3.36	-
Realty	2.98	-
Chemicals & Petrochemicals	3.71	-
Cement & Cement Products	4.53	-
Commercial Services & Supplies	2.64	-
Power	3.36	-
Finance	6.55	-
Electrical Equipment	6.21	-
Pharmaceuticals & Biotechnology	7.31	-
Diversified	1.88	-
Auto Components	4.86	-
Petroleum Products	1.79	-
Personal Products	1.78	-
IT - Software	1.74	-
Industrial Products	5.85	-
Capital Markets	2.44	-
Agricultural, Commercial & Construction Vehicles	2.36	-
Leisure Services	2.13	-
Textiles & Apparels	2.12	-
Food Products	1.26	-
Construction	2.2	6.33
IT - Services	1.22	-
Ferrous Metals	2	-
Household Products	1.15	-
Retailing	1.58	-
Industrial Manufacturing	2.93	-
Transport Services	1.81	-
Minerals & Mining	0.94	-
Agricultural Food & other Products	0.94	-
Media	0.91	-
Consumer Durables	1.37	-
Beverages	0.74	-
Banks	0.81	-
Financial	-	24.44
Capital Goods	-	10.59
Consumer Discretionary	-	5.01
Consumer Staples	-	6.04
Services	-	11.54
Unclassified	-	1.94
Healthcare	-	8.1
Materials	-	4.69
Technology	-	8.31
Metals & Mining	-	2.72
Chemicals	-	2.36
Automobile	-	3.14
Energy	-	1.2
Textiles	-	1.12