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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Category: Equity: Small Cap Launch Date: 05-12-2022
AUM:

₹ 3,971.09 Cr

Expense Ratio

1.82%

Benchmark

S&P BSE 250 SmallCap TRI

ISIN

INF174V01BH3

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Abhinav Khandelwal, Manish Lodha

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 66.68 - -
S&P BSE 250 SmallCap TRI 52.36 26.15 24.87
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
17.5271
Last change
0.29 (1.6426%)
Fund Size (AUM)
₹ 3,971.09 Cr
Performance
48.39% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Abhinav Khandelwal, Manish Lodha
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Others 6.2
Century Textiles & Industries Ltd. 3.22
Godrej Industries Ltd. 2.64
REC Ltd. 2.61
Reliance Industries Ltd. 2.59
Grasim Industries Ltd. 2.42
Indus Towers Ltd. 2.28
Cholamandalam Financial Holdings Ltd. 2.17
CESC Ltd. 2.06
MOIL Ltd. 2.05

Sector Allocation

Sector Holdings (%)
Consumer Staples 13.55
Financial 11.47
Metals & Mining 10.3
Capital Goods 9.72
Services 7.81
Others 7.15
Energy 6.69
Materials 6.27
Construction 5.78
Healthcare 4.0

Peer Comparison

Scheme Name 5Y (%)
Mahindra Manulife Small Cap Fund Reg Gr 0.0
Bandhan Small Cap Reg Gr 0.0
ITI Small Cap Reg Gr 0.0
Quant Small Cap Gr 40.38
Nippon India Small Cap Gr Gr 31.77
Franklin India Smaller Companies Gr 25.17
Invesco India Small Cap Reg Gr 27.72
BANK OF INDIA Small Cap Reg Gr 32.32
HSBC Small Cap Fund Reg Growth 26.31
LIC MF Small Cap Fund Reg Gr 24.82