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
Chart Comparison
| 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) | ₹5220 Cr | ₹9464 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 Index | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 4.59% |
| Expense Ratio | 1.8 | 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 |
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.58% | 2.57% |
| 6 Month | 5.44% | 10.88% |
| 1 Year | 30.3% | 32.97% |
| 3 Year | - | 25.42% |
| 5 Year | - | 32.3% |
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.32% | 29.4% |
| 3 Year | - | 32.7% |
| 5 Year | - | 34.47% |
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 62.87% | 27.86% |
| 3 Year | - | 30.27% |
| 5 Year | - | 27.96% |
| 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 | 8.98 | 7.66 |
| Small Cap | 71.33 | 84.36 |
| Large Cap | 8.71 | - |
| Mid Cap | 10.98 | 7.98 |
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.98 | 7.66 |
| Cement & Cement Products | 3.85 | - |
| Realty | 3.72 | 4.93 |
| Petroleum Products | 1.62 | - |
| Industrial Manufacturing | 2.58 | 2.04 |
| Transport Services | 1.42 | 2.04 |
| Finance | 6.47 | - |
| Retailing | 2.5 | 1.02 |
| Textiles & Apparels | 1.86 | 2.34 |
| Paper, Forest & Jute Products | 3.85 | - |
| Electrical Equipment | 6.37 | - |
| Construction | 2.1 | - |
| Pharmaceuticals & Biotechnology | 6.32 | 5.08 |
| Ferrous Metals | 1.86 | 1.36 |
| Telecom - Services | 1.62 | - |
| Chemicals & Petrochemicals | 4.61 | 9.99 |
| Gas | 2.63 | - |
| IT - Services | 0.86 | - |
| Beverages | 0.66 | 2.93 |
| Industrial Products | 5.02 | 16.54 |
| Banks | 1.68 | 4.78 |
| Power | 3.53 | 0.1 |
| Consumer Durables | 1.32 | 4.02 |
| Diversified | 2.36 | 3.31 |
| Agricultural Food & other Products | 1.27 | 1.76 |
| Agricultural, Commercial & Construction Vehicles | 1.59 | - |
| Leisure Services | 1.69 | 3.28 |
| Auto Components | 5.04 | 4.17 |
| Minerals & Mining | 0.71 | - |
| Food Products | 1.57 | - |
| Other Utilities | 0.91 | - |
| Personal Products | 1.54 | - |
| Household Products | 0.97 | 0.75 |
| Commercial Services & Supplies | 2.64 | 5.86 |
| Capital Markets | 2.32 | 4.13 |
| IT - Software | 1.15 | 2.22 |
| Media | 0.81 | - |
| Healthcare Services | - | 4.07 |
| IT - Hardware | - | 1.77 |
| Transport Infrastructure | - | 2.26 |
| Fertilizers & Agrochemicals | - | 1 |
| Other Construction Materials | - | 0.59 |
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