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
₹18.8865
-1.79%
(23 Jan)
AUM
4,224 Cr
TER
0.43%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+0.6%
-1.0%
-1.0%
-1.9%
-1.9%
-3.9%
3Y
+28.7%
+23.9%
+23.9%
+24.1%
+24.1%
+17.2%
5Y
+23.4%
NA
NA
+19.2%
+19.2%
+21.0%
ALL
+28.8%
+22.6%
+22.6%
+19.6%
+19.6%
+14.4%
VOL
18.1%
16.7%
16.7%
20.2%
20.2%
-
TER
0.5%
0.4%
0.4%
0.4%
0.4%
-
AUM
₹18,990 Cr
₹4,224 Cr
₹4,224 Cr
₹2,793 Cr
₹2,793 Cr
-
INFO
1.60
1.35
1.35
0.97
0.97
-
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 Dec
Top holdings
APL Apollo Tubes Ltd
3.9%
Mahindra Manu Liquid Dir Gr
3.8%
Multi Commodity Exchange of India Ltd
3.6%
IIFL Finance Ltd
2.7%
Ramco Cements Ltd
2.5%
Usha Martin Ltd
2.4%
Radico Khaitan Ltd
2.3%
Neuland Laboratories Ltd
2.3%
Glenmark Pharmaceuticals Ltd
2.3%
Divi's Laboratories Ltd
2.0%
Top industry exposure
Consumer Cyclical
18.6%
Financial Services
17.7%
Basic Materials
14.7%
Healthcare
13.0%
Industrials
10.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
118%
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