- Mutual Funds
- Mahindra Manulife Mutual Fund
- Mahindra Manulife Small Cap Fund (G)
Scheme Information
The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies.
Expense Ratio | 1.87 % |
Launched 2Y ago | 2022-12-12 |
AUM in Crores | 3463.7 |
ISIN | INF174V01BH3 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 250 SmallCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
3.76%Indus Towers Ltd.
3.01%GAIL (India) Ltd.
2.87%Others
2.83%Aditya Birla Real Estate Ltd.
2.78%
Allocation by Sector
Consumer Staples
13.4%Capital Goods
10.24%Healthcare
10.07%Services
8.96%Financial
8.47%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
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 25.86% over 2 years. The fund has grown over a period of 2 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Abhinav Khandelwal, Krishna Sanghavi, Manish Lodha, Vishal Jajoo.
Nav of Mahindra Manulife Small Cap Fund (G) as of 5/8/2025 is ₹17.25 with the total AUM as of 5/9/2025 is ₹3463.73. 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 2022-12-12. The category risk of the fund is Very High.
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 BSE 250 SmallCap Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Small Cap Fund (G).