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Mahindra Manulife Small Cap Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.46 | 54.71 | 0.90 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.25 | 56.80 | 0.88 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| BSE 250 Small Cap - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Mahindra Manulife Small Cap Fund | 16.19% | — | 36.45% |
| Nippon India Small Cap Fund | 16.93% | 23.66% | 26.22% |
| HDFC Small Cap Fund | 11.15% | 20.59% | 20.32% |
| SBI Small Cap Fund | 16.09% | 16.72% | 25.02% |
Price Comparison
Compare Mahindra Manulife Small Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Reliance Industries Ltd3M change : 1.53 %
Holdings
3.14 %
1.53 % - Anant Raj Ltd3M change : 0.39 %
Holdings
3.14 %
0.39 % - Aditya Birla Real Estate Ltd3M change : -0.27 %
Holdings
3.01 %
-0.27 %
AMC Profile
Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.
No.of Schemes
23
Total AUM
₹ 28,287.67 Cr.
Fund Manager Profile
Vishal Jajoo
AUM: ₹3,865.51 Cr.
|
Exp: 15yrs
Krishna Sanghavi
AUM: ₹10,468.26 Cr.
|
Exp: 17yrs
Manish Lodha
AUM: ₹21,311.76 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
Mahindra Manulife Small Cap Fund is now Re-Open for investment
2 years ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Small Cap Fund (NFO closes today)
2 years ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Small Cap (NFO open till 5th December 2022)
2 years ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Small Cap fund (NFO now open for Investment)
2 years ago•Mahindra Manulife Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%