- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Small Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.9341
NAV (Apr 16)
Fund Returns
Last 1Y | 69.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 48% |
6 Month CAGR | 23.1% |
Scheme Information
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 | 1.84 |
Launched (2y ago) | Dec 14, 2022 |
AUM in Crores | 3557.059 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Small Cap Fund (Growth) | 56,45,389 | 49,12,777 | 69.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
triparty repo
4.2%century textiles & industries ltd
3.2%net receivables / (payables)
3%reliance industries ltd
2.9%rec ltd
2.6%Allocation by Sector
industrials
22.5%basic materials
16.3%financial services
13.3%consumer cyclical
11.5%consumer defensive
6.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.5% | ||
10.6% | 9.1% | ||
5.5% | 5.9% | ||
7.6% | 8.2% | ||
7.6% | 8.2% |
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 48% 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 4/16/2024 is ₹16.93 with the total AUM as of 4/18/2024 is ₹3557.059. 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 69.5% 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)?
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 1.84% for regular plan.