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

Mahindra Manulife Small Cap IDCW Reinvest Direct Plan

NAV
₹20.1494
+1.24%
(19 Aug)
AUM
4,053 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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+5.1%
+4.0%
+4.0%
-1.4%
-3.7%
3Y
+26.9%
+30.9%
+28.9%
+28.9%
+21.7%
NA
5Y
+33.0%
+32.3%
+27.7%
+27.7%
+29.7%
NA
ALL
+24.9%
+32.5%
+23.0%
+23.0%
+15.8%
+29.2%
VOL
19.3%
18.5%
20.7%
20.7%
-
17.3%
TER
0.4%
0.4%
0.5%
0.5%
-
0.4%
AUM
₹7,580 Cr
₹14,062 Cr
₹2,680 Cr
₹2,680 Cr
-
₹4,053 Cr
INFO
1.29
1.76
1.11
1.11
-
1.69
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 IDCW Reinvest (DR)
₹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 31st Jul
Top holdings
APL Apollo Tubes Ltd
2.9%
Oswal Pumps Ltd
2.6%
Belrise Industries Ltd
2.6%
Bajaj Auto Ltd
2.6%
RBL Bank Ltd
2.4%
eClerx Services Ltd
2.3%
Godfrey Phillips India Ltd
2.2%
Triparty Repo
2.1%
Laurus Labs Ltd
2.1%
Manappuram Finance Ltd
2.0%
Top industry exposure
Consumer Cyclical
20.5%
Financial Services
18.9%
Basic Materials
16.3%
Industrials
12.3%
Consumer Defensive
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
100%
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