Mahindra Manulife Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Mahindra Manulife Small Cap Growth Direct Plan

NAV
₹20.6575
+0.21%
(21 Jul)
AUM
4,065 Cr
TER
0.44%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.7%
+12.4%
+5.9%
+4.8%
+0.2%
-2.4%
3Y
+36.0%
+32.0%
+24.8%
+33.5%
NA
+31.3%
5Y
+38.3%
+35.6%
+33.4%
+30.6%
NA
+44.5%
ALL
+36.0%
+26.2%
+16.4%
+24.3%
+32.1%
+18.5%
VOL
17.6%
18.4%
-
20.7%
17.4%
15.4%
TER
0.4%
0.4%
-
0.5%
0.4%
0.7%
AUM
₹12,982 Cr
₹7,425 Cr
-
₹2,641 Cr
₹4,065 Cr
₹29,629 Cr
INFO
2.05
1.42
-
1.17
1.84
1.20
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Mahindra Manulife Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
APL Apollo Tubes Ltd
3.2%
Bajaj Auto Ltd
2.7%
Aditya Birla Real Estate Ltd
2.5%
Central Depository Services (India) Ltd
2.3%
RBL Bank Ltd
2.3%
Ramco Cements Ltd
2.2%
eClerx Services Ltd
2.2%
Firstsource Solutions Ltd
2.1%
Godfrey Phillips India Ltd
2.1%
PNB Housing Finance Ltd
2.1%
Top industry exposure
Consumer Cyclical
23.5%
Financial Services
19.7%
Basic Materials
16.7%
Industrials
13.4%
Healthcare
6.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
103%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund 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.
Fund manager(s)
Krishna Sanghavi
Manish Lodha
Vishal Jajoo

FAQs