Mahindra Manulife Small Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.96
• Std Deviation 18.00%
• Tracking Error 0.00%

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.

The Mahindra Manulife Small Cap Fund Direct Growth has an AUM of 3994.87 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.44%. The minimum investment in Mahindra Manulife Small Cap Fund Direct Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include APL Apollo Tubes Ltd, The Ramco Cements Ltd, Ujjivan Small Finance Bank & IIFL Finance.

The major sectors where the fund is invested are Biotechnology & Drugs, Consumer Financial Services, Auto & Truck Parts & Iron & Steel.

Some of the similar funds are ITI Small Cap Fund Direct Growth, Sundaram Small Cap Fund - Direct Plan - Growth Option, UTI Small Cap Fund Direct Growth, Aditya Birla Sun Life Small Cap Fund Direct Plan Growth, Mahindra Manulife Small Cap Fund Direct Growth. Mahindra Manulife Small Cap Fund Direct Growth has a sharpe ratio of 0.96 & a standard deviation of 18.00%.