Mahindra Manulife Small Cap Fund

Equity · Small Cap
500
Min SIP
1,000
Min Lumpsum
0.55 %
Expense Ratio
Rating
650
Fund Size (in Cr)
6 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 9%
Category Average 22.2% 43.6% 10.4% -

Scheme Allocation

By Holding
By Sector
By Asset
I D F C
4%
HDFC Bank
3.97%
Mahindra CIE
2.91%
Federal Bank
2.9%
Jindal Stain.
2.81%
Others
83.41%
Industrial Products
13.5%
Auto Components
11.19%
Banks
7.88%
Finance
6.69%
Cash & Others
4.39%
Others
56.35%
Equity
91.95%
Net Curr Ass/Net Receivables
4.39%
Reverse Repos
3.66%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 0.5% - If Units are redeemed/switched-out upto 3 moths from the date of allotment. Nil - If Units are redeemed/switched-out after 3 moths from the date of allotment.

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 Managers

Abhinav Khandelwal

Mr. Abhinav Khandelwal is an investment professional with over ten years of experience in Indian equity markets. Being a Chartered Accountant, he has an expert understanding of both the buy-side and sell-side of the equity market. Before joining MMIMPL in Dec 2021, he was an advisor to India dedicated Funds at Canara Robeco. He was also associated with Aegon Life Insurance. There he was responsible for handling fund management and equity research.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P.B.Marg, Worli, Mumbai 400018
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

Frequently Asked Questions

How to invest in Mahindra Manulife Small Cap Fund ?

You can invest in Mahindra Manulife Small Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife Small Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife Small Cap Fund ?

The NAV of Mahindra Manulife Small Cap Fund is ₹10.8 as of 26 May 2023.

How to redeem Mahindra Manulife Small Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife Small Cap Fund?

The minimum SIP amount of Mahindra Manulife Small Cap Fund is ₹500

What are the top sectors Mahindra Manulife Small Cap Fund has invested in??

The top sectors Mahindra Manulife Small Cap Fund has invested in are
  1. I D F C - 4%
  2. HDFC Bank - 3.97%
  3. Mahindra CIE - 2.91%
  4. Federal Bank - 2.9%
  5. Jindal Stain. - 2.81%

How much returns have Mahindra Manulife Small Cap Fund generated ?

The Mahindra Manulife Small Cap Fund has delivered 9% since inception

What is the expense ratio of Mahindra Manulife Small Cap Fund ?

The expense ratio of Mahindra Manulife Small Cap Fund is 0.55 % as of 26 May 2023.

What is the AUM of Mahindra Manulife Small Cap Fund?

The AUM of Mahindra Manulife Small Cap Fund is ₹9,820 Cr as of 26 May 2023

What are the top stock holdings of Mahindra Manulife Small Cap Fund?

The top stock holdings of Mahindra Manulife Small Cap Fund are
  1. I D F C - 4%
  2. HDFC Bank - 3.97%
  3. Mahindra CIE - 2.91%
  4. Federal Bank - 2.9%
  5. Jindal Stain. - 2.81%
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