3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹5278.7 Cr.
Expense Ratio
0.29% (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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Mahindra Manulife Mutual Fund Managers
AK
Abhinav Khandelwal
Fund Manager since Nov 2022
Fund House Details
Mahindra Manulife Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Small Cap Fund |
29.84% |
4 |
Nippon India Small Cap Fund |
29.9% |
4 |
Bank of India Small Cap Fund |
25.39% |
2.5 |
Schemes by Mahindra Manulife Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Mahindra Manulife Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Mahindra Manulife Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Mahindra Manulife Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
Mahindra Manulife Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
Mahindra Manulife Arbitrage Fund Direct Plan IDCW Payout
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 | 0.29% |
Fund Manager | Abhinav Khandelwal |
Fund Size | ₹5278.7 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 |
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
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What is the minimum SIP amount to invest in Mahindra Manulife Small Cap Fund?
How do I invest in Mahindra Manulife Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Mahindra Manulife Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Mahindra Manulife Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Mahindra Manulife Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.