Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Small Cap 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 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 Risk Very High Risk
Asset Size (Cr) ₹3541 Cr ₹3168 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Dec 2022 15 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 30% 22%
Expense Ratio 1.85 1.97
Manager Abhinav Khandelwal Rohit Seksaria
ISIN Code INF174V01BH3 INF903J01470
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 Sundaram 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 Sundaram Small Cap Fund Regular Plan - Growth
1 Month -10.04% -9.75%
6 Month -18.97% -15.09%
1 Year 1.55% -1.58%
3 Year - 16.4%
5 Year - 21.46%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year -18.57% -16.91%
3 Year - 14.11%
5 Year - 21.53%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 60.56% 16.78%
3 Year - 18.05%
5 Year - 15.38%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation - 14.09%
Sharp - 0.68%
Beta - 0.74%
Alpha - 1.72%

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 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 4.61
Small Cap 71.33 85.31
Large Cap 8.71 3.23
Mid Cap 10.98 6.85

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.98 4.61
Cement & Cement Products 3.85 1.67
Realty 3.72 3.42
Petroleum Products 1.62 0.95
Industrial Manufacturing 2.58 0.86
Transport Services 1.42 0.28
Finance 6.47 5.47
Retailing 2.5 -
Textiles & Apparels 1.86 0.83
Paper, Forest & Jute Products 3.85 -
Electrical Equipment 6.37 2.09
Construction 2.1 4.26
Pharmaceuticals & Biotechnology 6.32 4.78
Ferrous Metals 1.86 -
Telecom - Services 1.62 -
Chemicals & Petrochemicals 4.61 3.04
Gas 2.63 1.7
IT - Services 0.86 4.96
Beverages 0.66 1.8
Industrial Products 5.02 10.56
Banks 1.68 7.91
Power 3.53 -
Consumer Durables 1.32 8.18
Diversified 2.36 -
Agricultural Food & other Products 1.27 0.94
Agricultural, Commercial & Construction Vehicles 1.59 -
Leisure Services 1.69 3.37
Auto Components 5.04 5.11
Minerals & Mining 0.71 -
Food Products 1.57 -
Other Utilities 0.91 -
Personal Products 1.54 2.27
Household Products 0.97 -
Commercial Services & Supplies 2.64 -
Capital Markets 2.32 7.76
IT - Software 1.15 4.07
Media 0.81 -
Fertilizers & Agrochemicals - 1.69
Automobiles - 0.83
Healthcare Services - 3.54
Entertainment - 1.4
Other Consumer Services - 1.06
Insurance - 0.59

Top Comparisons

SBI Multicap Fund- Regular Plan- Growth Option SBI Multicap Fund- Regular Plan- Growth Option

3Y Returns0%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns12.79%

Compare Now

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns17.62%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns13.28%

Compare Now

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns6.72%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns11.88%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

VS

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns22.08%

Compare Now
Add to Cart Successfully