Mahindra Manulife Small Cap Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.25 %
Expense Ratio
Rating
3,557
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 72.4% | - | - | 50.6% | ||||
| Category Average | 62.6% | 29.6% | 22.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
11.63
Alpha
3.83
SD
0.85
Beta
2.98
Sharpe
Exit Load
| Exit Load | 1% - If Units are redeemed/switched-out upto 3 Months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 Months from the date of allotment. |
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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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 17,348
-
71.1%Fund Size - 17,348
-
41.3%Fund Size - 17,348
-
37.8%Fund Size - 17,348
-
- Equity .
- Small Cap .
-
- 45,749
-
57.2%Fund Size - 45,749
-
35.9%Fund Size - 45,749
-
30.3%Fund Size - 45,749
-
- Equity .
- Small Cap .
-
- 11,539
-
58.9%Fund Size - 11,539
-
33.9%Fund Size - 11,539
-
24%Fund Size - 11,539
-
- Equity .
- Small Cap .
-
- 27,574
-
52.2%Fund Size - 27,574
-
32.7%Fund Size - 27,574
-
23.6%Fund Size - 27,574
-
- Equity .
- Small Cap .
-
- 7,172
-
45.1%Fund Size - 7,172
-
30.5%Fund Size - 7,172
-
26.7%Fund Size - 7,172
AMC Contact Details
Mahindra Manulife Mutual Fund
AUM:
19,091 Cr
Address:
No. 204, 2nd Floor, Amiti Building,
Piramal Agastya Corporate Park
LBS Road, Kurla(w), Mumbai 400070
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com
More Funds from Mahindra Manulife Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 464
-
20.8%Fund Size - 464
-
12.6%Fund Size - 464
-
12.7%Fund Size - 464
-
- Equity .
- Large Cap .
-
- 421
-
33.5%Fund Size - 421
-
18.4%Fund Size - 421
-
16.7%Fund Size - 421
-
- Equity .
- ELSS .
-
- 817
-
32.9%Fund Size - 817
-
21.2%Fund Size - 817
-
18.5%Fund Size - 817
-
- Equity .
- Mid Cap .
-
- 2,201
-
62.8%Fund Size - 2,201
-
30.2%Fund Size - 2,201
-
26.5%Fund Size - 2,201
-
- Equity .
- Multi Cap .
-
- 3,165
-
51.4%Fund Size - 3,165
-
27.4%Fund Size - 3,165
-
24.9%Fund Size - 3,165
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
-
18.8%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
Frequently Asked Questions
How to invest in Mahindra Manulife Small Cap Fund – Direct (IDCW) ?
You can invest in Mahindra Manulife Small Cap Fund – Direct (IDCW) 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 – Direct (IDCW) 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 – Direct (IDCW) ?
The NAV of Mahindra Manulife Small Cap Fund – Direct (IDCW) is ₹17.3 as of 16 April 2024.
How to redeem Mahindra Manulife Small Cap Fund – Direct (IDCW) 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 – Direct (IDCW)?
The minimum SIP amount of Mahindra Manulife Small Cap Fund – Direct (IDCW) is ₹500
What are the top sectors Mahindra Manulife Small Cap Fund – Direct (IDCW) has invested in?
The top sectors Mahindra Manulife Small Cap Fund – Direct (IDCW) has invested in are
- Finance - 8.08%
- Debt - 7.93%
- Banks - 5.91%
- Auto Components - 5.57%
- Cement & Cement Products - 5.32%
Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Small Cap Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Mahindra Manulife Small Cap Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Mahindra Manulife Small Cap Fund – Direct (IDCW) generated ?
The Mahindra Manulife Small Cap Fund – Direct (IDCW) has delivered 50.6% since inception
What is the expense ratio of Mahindra Manulife Small Cap Fund – Direct (IDCW) ?
The expense ratio of Mahindra Manulife Small Cap Fund – Direct (IDCW) is 0.25 % as of 16 April 2024.
What is the AUM of Mahindra Manulife Small Cap Fund – Direct (IDCW)?
The AUM of Mahindra Manulife Small Cap Fund – Direct (IDCW) is ₹19,091 Cr as of 16 April 2024
What are the top stock holdings of Mahindra Manulife Small Cap Fund – Direct (IDCW)?
The top stock holdings of Mahindra Manulife Small Cap Fund – Direct (IDCW) are
- Century Textiles - 3.16%
- Reliance Industr - 2.92%
- REC Ltd - 2.59%
- Grasim Inds - 2.56%
- Chola Financial - 2.5%
How can I redeem my investments in Mahindra Manulife Small Cap Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Small Cap Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Small Cap Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.