3 Year return

0
Launched on November 2022 (2 years)

Investment Details

₹500

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹4131.27 Cr.

Expense Ratio

0.25% (inclusive of GST)

Exit Load

1% - If Units are redeemed/switched-out upto 3 Months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 Months from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Mahindra Manulife Mutual Fund Managers

AK

Abhinav Khandelwal

Fund Manager since Nov 2022

View Details

Fund House Details

Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund Asset management company

AUM ₹19,091.98 Cr.
No. of Schemes 61
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Mahindra Manulife Mutual Fund

List of mutual fund schemes by AMC

About Mahindra Manulife Small Cap Fund Direct Plan Growth

Mahindra Manulife Small Cap Fund Direct Plan Growth is an open-ended fund. The fund invests in domestic equity and equity-related securities of small-cap companies. Small-cap stocks are stocks of companies whose market capitalisation is less than ₹5000 crore. These are relatively small companies with a higher potential for growth. However, these companies are relatively more volatile than large and mid-cap companies, which increases the risk of investing. The fund also invests in a small portion of the fund to large and mid-cap stocks. Mahindra Manulife Small Cap Fund Direct Plan Growth fund has a low expense ratio.

Investment Objective of the Scheme

The investment objective of the fund is to generate long-term capital appreciation for investors. The Mahindra Manulife Small Cap Fund invests primarily in relatively small businesses with strong fundamentals and a propensity for growth.

Key Features of The Fund

5-year return NA
Expense Ratio 0.25%
Fund Manager Abhinav Khandelwal
Fund Size ₹4131.27 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The fund looks to generate capital appreciation by investing in small, undiscovered businesses with the potential to grow big. Hence, it is more suitable for investors with long-term investment goals. Since it is a pure equity fund, the risk of principal loss is very high. You may consider investing in the fund if you are ready to take a higher risk for a higher-than-average return. Always evaluate your risk appetite and overall financial goals before investing. It is wise to consult a financial advisor for the right investment guidance before investing.

AMC Contact Details

Name Mahindra Manulife Mutual Fund
Launch Date 4 February 2016
Addresss 1st Floor,Sadhna House, 570, P.B Marg, Worli, Mumbai - 400018
Contact 022 6632 7900 / 1800 419 6244
Email mfinvestors@mahindra.com
Website https://www.mahindramanulife.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Mahindra Manulife Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Mahindra Manulife Small Cap Fund Jun 14 2024 is 19.4434

What is the AUM of Mahindra Manulife Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Mahindra Manulife Small Cap Fund is 4131.27 crore.

What is the expense ratio of Mahindra Manulife Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Mahindra Manulife Small Cap Fund is 0.25%

What are the returns of Mahindra Manulife Small Cap Fund since inception?

The Mahindra Manulife Small Cap Fund was launched on Nov 21 2022. The fund has delivered a CAGR of 55.47 since inception.

What is the minimum SIP amount to invest in Mahindra Manulife Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Mahindra Manulife Small Cap Fund is 500.

How do I invest in Mahindra Manulife Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Mahindra Manulife Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Mahindra Manulife Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Mahindra Manulife Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.