Mahindra Manulife Small Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.01
• Std Deviation 17.43%
• 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 Regular Growth has an AUM of 4223.69 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 1.84%. The minimum investment in Mahindra Manulife Small Cap Fund Regular 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 Triparty Repo, APL Apollo Tubes Ltd, Multi Commodity Exchange Of India & Motilal Oswal Financial Services.

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

Some of the similar funds are ITI Small Cap Fund Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, UTI Small Cap Fund Regular Growth, Aditya Birla Sun Life Small Cap Fund Growth, Mahindra Manulife Small Cap Fund Regular Growth. Mahindra Manulife Small Cap Fund Regular Growth has a sharpe ratio of 1.01 & a standard deviation of 17.43%.