Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.8324
NAV (May 29)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.8% |
6 Month CAGR | NA |
The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies,However,there can be no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 2.28 |
Launched (1y ago) | Dec 14, 2022 |
AUM in Crores | 650.883 |
ISIN | INF174V01BH3 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 250 SmallCap Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Mahindra Manulife Small Cap Fund (Growth) | NaN | NaN | % | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
net receivables / (payables)
4.4%idfc ltd
4%hdfc bank ltd
4%triparty repo
3.7%mahindra cie automotive ltd
2.9%industrials
24.8%consumer cyclical
18.3%financial services
16.7%basic materials
9.8%consumer defensive
8.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
Mahindra Manulife Investment Management Pvt. Ltd.
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.1% | 5.5% | ||
15.3% | 7.8% | ||
4.3% | 5.7% | ||
14.8% | 8% | ||
14.8% | 8% |
Mahindra Manulife Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 7.8% over a period of 0 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Manish Lodha.
Nav of Mahindra Manulife Small Cap Fund (G) as of 5/29/2023 is ₹10.83 with the total AUM as of 5/30/2023 is ₹650.883. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Small Cap Fund (G) was launched on Dec 14, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Mahindra Manulife Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Mahindra Manulife Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 SmallCap Index TR INR.
Mahindra Manulife Small Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Small Cap Fund (G).
What is Mahindra Manulife Small Cap Fund (G)?
How to invest in Mahindra Manulife Small Cap Fund (G)?
You can invest in Mahindra Manulife Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Mahindra Manulife Small Cap Fund (G)?
The minimum sip amount for Mahindra Manulife Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Small Cap Fund (G) good to invest in?
As per Scripbox experts, Mahindra Manulife Small Cap Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Mahindra Manulife Small Cap Fund (G)?
The expense ratio of the Mahindra Manulife Small Cap Fund (G) is 2.28% for regular plan.