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: 1.87% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,463.73 Cr As on 31-03-2025(Source:AMFI)
Turn over: 66% | Exit Load: Exit load of 1% if redeemed within 3 months

17.8631

27.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY SMALLCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 3.25 33.23 - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 16.91 43.11 25.99 36.14 -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 16.41 - - - -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 14.4 34.33 22.79 34.08 -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 11.81 25.76 17.6 30.4 17.82
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 11.41 25.7 15.61 - -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 9.57 35.72 24.15 29.65 -
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 8.4 29.51 19.21 35.06 -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 8.18 25.73 20.98 35.19 -
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 8.08 26.67 17.53 32.31 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

66.52%

Others

4.02%

Large Cap

12.03%

Mid Cap

17.43%

Scheme Documents

There are no scheme documents available

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