Mahindra Manulife Small Cap Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Mahindra Manulife Small Cap Fund - Regular (G) (43426) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Mahindra Manulife Small Cap Fund - Regular (G)
Mahindra Manulife Investment Management Pvt Ltd
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 Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
Mahindra Manulife Small Cap Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Fund Size
Assets under management
Alpha Generation
Outperformance vs benchmark
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 14.32% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| APL Apollo Tubes Ltd | Capital Goods-Non Electrical Equipment | 2.93% |
| Oswal Pumps Ltd | Capital Goods-Non Electrical Equipment | 2.63% |
| Belrise Industries Ltd | Auto Ancillaries | 2.58% |
| Bajaj Auto Ltd | Automobile | 2.57% |
| RBL Bank Ltd | Banks | 2.44% |
| eClerx Services Ltd | IT - Software | 2.34% |
| Godfrey Phillips India Ltd | Tobacco Products | 2.24% |
| TREPS | Debt Others | 2.12% |
| Laurus Labs Ltd | Pharmaceuticals | 2.05% |
| Manappuram Finance Ltd | Finance | 2.02% |
Sector Breakdown
Compare against Small Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
Mahindra Manulife Small Cap Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹305.75 | 1.11% | 20.35% | -5.69% |
| Sundaram Small Cap Fund - Direct (G) | ₹291.56 | 1.70% | 24.41% | -2.76% |
| Quant Small Cap Fund - Direct (G) | ₹282.01 | 1.06% | 18.46% | -9.78% |
| Sundaram Small Cap Fund (G) | ₹262.68 | 1.42% | 23.74% | -3.80% |
| Kotak Small Cap Fund (G) | ₹259.86 | 0.82% | 19.68% | -6.75% |
| Quant Small Cap Fund - (G) | ₹259.02 | 0.83% | 17.91% | -10.62% |
| Quant Small Cap Fund - Direct (IDCW) | ₹220.44 | 1.06% | 18.45% | -9.78% |
| DSP Small Cap Fund - Direct (G) | ₹211.66 | 1.53% | 26.23% | -1.41% |
| Quant Small Cap Fund - (IDCW) | ₹205.98 | 0.83% | 17.91% | -10.62% |
| SBI Small Cap Fund - Direct (G) | ₹196.95 | 2.21% | 18.67% | -5.52% |
Category Average Returns
Krishna Sanghavi
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.