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Mahindra Manulife Small Cap Fund vs Tata Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3541 Cr | ₹8883 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Dec 2022 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 4.59% |
| Expense Ratio | 1.85 | 1.7 |
| Manager | Abhinav Khandelwal | Chandraprakash Padiyar |
| ISIN Code | INF174V01BH3 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 9% | 8.78% |
| 6 Month | -19.72% | -16.74% |
| 1 Year | 2.93% | 9.71% |
| 3 Year | - | 21.12% |
| 5 Year | - | 36.49% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -11.3% | -10.82% |
| 1 Year | -20.82% | -15.99% |
| 3 Year | - | 17.11% |
| 5 Year | - | 24.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 60.56% | 28.19% |
| 3 Year | - | 29.82% |
| 5 Year | - | 28.63% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.861% |
| Sharp | - | 0.793% |
| Beta | - | 0.736% |
| Alpha | - | 3.356% |
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Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Chandraprakash Padiyar |
| Total AUM | ₹5522 Cr | ₹15627 Cr |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 4.72 |
| Large Cap | 14.39 | - |
| Small Cap | 66.97 | 87.44 |
| Mid Cap | 11.72 | 7.85 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 6.17 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | 17.15 |
| Industrials | 24.3 | 24.31 |
| Healthcare | 4.86 | 10.9 |
| Basic Materials | 15.5 | 18.67 |
| Technology | 4.3 | 5.37 |
| Consumer Defensive | 8.1 | 3.65 |
| Financial Services | 7.88 | 8.57 |
| Communication Services | 3 | - |
| Real Estate | 2.27 | 4.36 |
| Utilities | 4.22 | 0.85 |
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