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  • Mahindra Manulife Small Cap Fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Small Cap Fund (Growth)

EquitySmall Cap

16.5227

NAV (Mar 01)

50%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.5227

NAV (Mar 1)

Fund Returns

Last 1Y
68.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
50%
6 Month CAGR
23.7%

Scheme Information

Investment Objective

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
1.86
Launched (2y ago)
Dec 14, 2022
AUM in Crores
3502.842
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
Fund Managers

Manish Lodha

Fund Manager

Abhinav Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Small Cap Fund (Growth)70%53,82,105 46,49,49368.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

triparty repo

6.4%
6.4%

rec ltd

2.9%
2.9%

godrej industries ltd

2.8%
2.8%

cholamandalam financial holdings ltd

2.6%
2.6%

coal india ltd

2.4%
2.4%
See all holdings

Allocation by Sector

industrials

18.8%
18.8%

basic materials

15.9%
15.9%

financial services

15.1%
15.1%

consumer cyclical

13.1%
13.1%

healthcare

5.6%
5.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 16,033 cr

₹ 13,846 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 18,926 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
022-66327900
mfinvestors@mahindra.com
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.6%

9.1%

5.3%

5.9%

10.2%

9.3%

10.2%

9.3%

Mahindra Manulife Small Cap Fund (G) Review

Mahindra Manulife Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 50% over a period of 1 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 3/1/2024 is ₹16.52 with the total AUM as of 3/2/2024 is ₹3502.842. 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 68.1% 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).

Frequently Asked Questions

What is Mahindra Manulife Small Cap Fund (G)?

Mahindra Manulife Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.86% for regular plan.