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Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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

₹ 4,131.27 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 66.04 - -
S&P BSE 250 SmallCap TRI 53.56 25.55 23.61
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
18.936
Last change
0.18 (0.9654%)
Fund Size (AUM)
₹ 4,131.27 Cr
Performance
52.78% (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 6.88
Century Textiles & Industries Ltd. 3.12
REC Ltd. 2.66
CESC Ltd. 2.66
Indus Towers Ltd. 2.49
Reliance Industries Ltd. 2.42
Grasim Industries Ltd. 2.23
Cholamandalam Financial Holdings Ltd. 2.1
Godrej Industries Ltd. 1.99
Kirloskar Oil Engines Ltd. 1.99

Sector Allocation

Sector Holdings (%)
Consumer Staples 13.06
Financial 12.35
Capital Goods 10.79
Metals & Mining 9.14
Others 7.9
Services 7.63
Energy 6.86
Materials 6.49
Construction 6.1
Automobile 3.89

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 42.28
Franklin India Smaller Companies Gr 26.97
Nippon India Small Cap Gr Gr 33.46
HSBC Small Cap Fund Reg Growth 28.54
Invesco India Small Cap Reg Gr 28.94
Bank of India Small Cap Reg Gr 33.88
LIC MF Small Cap Fund Reg Gr 26.88