Comprehensive analysis of Mahindra Manulife Small Cap Fund - Direct (IDCW) (43429) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Market exposure level
Fund management costs
Recent performance momentum
Outperformance vs benchmark
Assets under management
Fund manager experience
Risk-adjusted returns
This fund has underperformed its benchmark by 13.00% over the 3Y period.
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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.
| Company | Sector | % Assets |
|---|---|---|
| APL Apollo Tubes Ltd | Steel | 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% |
Compare against Small Cap Fund category average
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
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹306.49 | 1.11% | 20.35% | -5.69% |
| Sundaram Small Cap Fund - Direct (G) | ₹283.60 | 1.70% | 24.41% | -2.76% |
| Quant Small Cap Fund - Direct (G) | ₹273.44 | 1.06% | 18.46% | -9.78% |
| Kotak Small Cap Fund (G) | ₹260.83 | 0.82% | 19.68% | -6.75% |
| Sundaram Small Cap Fund (G) | ₹255.83 | 1.42% | 23.74% | -3.80% |
| Quant Small Cap Fund - (G) | ₹251.40 | 0.83% | 17.91% | -10.62% |
| DSP Small Cap Fund - Direct (G) | ₹215.77 | 1.53% | 26.23% | -1.41% |
| Quant Small Cap Fund - Direct (IDCW) | ₹213.75 | 1.06% | 18.45% | -9.78% |
| Quant Small Cap Fund - (IDCW) | ₹199.93 | 0.83% | 17.91% | -10.62% |
| SBI Small Cap Fund - Direct (G) | ₹197.69 | 2.21% | 18.67% | -5.52% |
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