Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 05-12-2022 |
| Asset Class: |
| Benchmark: BSE 250 SmallCap TRI |
| TER: 1.86% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,865.51 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 66% | Exit Load: Exit load of 1% if redeemed within 3 months |
17.7953
0.1 (0.5423%)
30.69%
Benchmark: 16.3%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY SMALLCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | 6.56 |
| Average Maturity | 2.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 5.79 | 33.75 | - | - | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 27.37 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 20.36 | 43.56 | 24.54 | - | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 18.28 | 30.22 | 18.55 | 26.06 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 17.82 | 34.57 | 21.79 | 27.19 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 14.42 | 26.65 | 16.05 | - | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 14.1 | 26.85 | 19.77 | 27.28 | - |
| Kotak-Small Cap Fund - Growth | 24-02-2005 | 13.16 | 25.18 | 14.82 | 25.98 | 17.37 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 12.81 | 36.9 | 21.01 | - | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 12.62 | 29.6 | 17.97 | 30.52 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
70.22%
Others
9.94%
Large Cap
9.28%
Mid Cap
10.56%
Scheme Documents
There are no scheme documents available
