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FAQ : Mahindra Manulife Small Cap Fund - Growth - Direct Plan

Mahindra Manulife Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 0.12 20.47 N/A N/A
Average Rolling Returns(%) 28.77 22.18 N/A N/A

The Current NAV of Mahindra Manulife Small Cap Fund - Growth - Direct Plan is ₹20.62.

It is better to invest in a fund with a longer track record as Mahindra Manulife Small Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.

Mahindra Manulife Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.53%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Mahindra Manulife Small Cap Fund - Growth - Direct Plan is currently ₹3,820 Crores.

The Top three stocks are Glenmark Pharma, Jindal Saw and Supreme Petrochem and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 24% of fund’s portfolio respectively.

Top three sectors of Mahindra Manulife Small Cap Fund - Growth - Direct Plan fund are BFSI, Healthcare and Construction & Infrastructure accounting for 42% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Mahindra Manulife Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.

Vishal Jajoo and Neelesh Dhamnaskar manage the Mahindra Manulife Small Cap Fund - Growth - Direct Plan Fund.

Mahindra Manulife Small Cap Fund - Growth - Direct Plan current PE ratio is 36.33 and PB ratio is 5.22

The asset allocation of Mahindra Manulife Small Cap Fund - Growth - Direct Plan is Stocks : 97.22%, Debt : 2.77% and Gold : 0%

The minimum SIP amount for Mahindra Manulife Small Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Mahindra Manulife Small Cap Fund - Growth - Direct Plan is 1% on or before 3 months, Nil after 3 months

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