Mahindra Manulife Small Cap Fund vs Tata Small Cap Fund compare

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Tata Small Cap Fund-Regular Plan-Growth

Overview

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
Fund	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4563 Cr	₹7868 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	05 Dec 2022	02 Nov 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Close Ended
Benchmark	BSE 250 SmallCap Index	NIFTY Smallcap 250 TRI
Turn Over	30%	4.59%
Expense Ratio	1.8	1.72
Manager	Abhinav Khandelwal	Chandraprakash Padiyar
ISIN Code	INF174V01BH3	INF277K015O2
Exits Load	Exit load of 1% if redeemed within 3 months/365	For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
1 Month	3.93%	3.8%
6 Month	28.6%	27.62%
1 Year	61.26%	48.69%
3 Year	-	28.4%
5 Year	-	34.43%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
6 Month	-	-
1 Year	23.45%	17.89%
3 Year	44.33%	50.59%
5 Year	44.33%	124.15%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
1 Year	41.24%	34.72%
3 Year	49.44%	93.09%
5 Year	49.44%	137.56%

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation	-	13.28%
Sharp	-	1.35%
Beta	-	0.67%
Alpha	-	5.5%

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Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
Name	Abhinav Khandelwal	Chandraprakash Padiyar
Total AUM	₹5522 Cr	₹15627 Cr
Fund Manage	5	3
	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
Others	7.63	6.71
Large Cap	8.7	-
Small Cap	70.89	91.58
Mid Cap	12.78	1.71

Scheme Name	Mahindra Manulife Small Cap Fund - Regular Plan - Growth	Tata Small Cap Fund-Regular Plan-Growth
Others	6.66	6.57
Petroleum Products	1.79	-
Industrial Manufacturing	2.93	-
Transport Services	1.81	-
Finance	6.55	-
Retailing	1.58	-
Textiles & Apparels	2.12	-
Cement & Cement Products	4.53	-
Paper, Forest & Jute Products	3.36	-
Electrical Equipment	6.21	-
Construction	2.2	4.58
Pharmaceuticals & Biotechnology	7.31	-
Ferrous Metals	2	-
Telecom - Services	3.01	-
Chemicals & Petrochemicals	3.71	-
Gas	2.87	-
IT - Services	1.22	-
Beverages	0.74	-
Industrial Products	5.85	-
Power	3.36	-
Consumer Durables	1.37	-
Diversified	1.88	-
Realty	2.98	-
Agricultural Food & other Products	0.94	-
Agricultural, Commercial & Construction Vehicles	2.36	-
Leisure Services	2.13	-
Auto Components	4.86	-
Minerals & Mining	0.94	-
Food Products	1.26	-
Banks	0.81	-
Personal Products	1.78	-
Household Products	1.15	-
Commercial Services & Supplies	2.64	-
Capital Markets	2.44	-
IT - Software	1.74	-
Media	0.91	-
Healthcare	-	7.97
Financial	-	13.46
Metals & Mining	-	8.28
Services	-	13.52
Technology	-	5.24
Consumer Staples	-	7.52
Materials	-	6.51
Capital Goods	-	11.25
Chemicals	-	9.78
Automobile	-	1.54
Consumer Discretionary	-	1.31
Textiles	-	2.47