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
₹20.7462
+0.31%
(14 Nov)
AUM
4,308 Cr
TER
0.43%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below 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
+8.8%
+8.6%
+7.5%
+7.5%
+4.2%
+3.3%
3Y
+26.2%
+32.5%
+28.3%
+28.3%
NA
+20.6%
5Y
+31.1%
+30.0%
+26.2%
+26.2%
NA
+27.4%
ALL
+24.3%
+32.0%
+22.5%
+22.5%
+28.3%
+15.8%
VOL
19.1%
18.2%
20.4%
20.4%
16.9%
-
TER
0.4%
0.4%
0.2%
0.2%
0.4%
-
AUM
₹8,720 Cr
₹17,380 Cr
₹2,835 Cr
₹2,835 Cr
₹4,308 Cr
-
INFO
1.27
1.76
1.10
1.10
1.68
-
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 Oct
Top holdings
Triparty Repo
4.2%
APL Apollo Tubes Ltd
3.5%
Multi Commodity Exchange of India Ltd
2.9%
eClerx Services Ltd
2.5%
Neuland Laboratories Ltd
2.5%
Oswal Pumps Ltd
2.4%
IIFL Finance Ltd
2.3%
Ramco Cements Ltd
2.2%
Radico Khaitan Ltd
2.2%
Godfrey Phillips India Ltd
2.1%
Top industry exposure
Consumer Cyclical
19.0%
Financial Services
18.0%
Basic Materials
15.1%
Industrials
11.5%
Healthcare
10.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
116%
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