Mahindra Manulife Small Cap Fund Direct Growth
3Y Annualised
21.39%
-0.13% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.50%
-0.13% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 7 months
8 years 10 months
9 years 7 months
Fund info
Fund size
₹5086.57 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
An Exit Load of 1% is payable if Units areredeemed / switched-out upto 3 monthsfrom the date of allotment;- Nil if Units are redeemed / switched-outafter 3 months from the date of allotment
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
2nd
HSBC Small Cap Equity Fund Direct Growth
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
4th
HSBC Small Cap Equity Fund - IDCW Direct
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
39th
Mahindra Manulife Small Cap Fund Direct Growth
Fund Managers
About Mahindra Manulife Small Cap Fund Direct Growth
Mahindra Manulife Small Cap Fund Direct Growth is a Equity mutual fund scheme from Mahindra Manulife Investment Management Pvt. Ltd.. This fund has been in existence for 3 years, having been launched on 2022-12-14. Mahindra Manulife Small Cap Fund Direct Growth has ₹5086.57 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Mahindra Manulife Small Cap Fund Direct Growth as of Wed Sep 02 2026 is ₹24.1047. The fund has an expense ratio of 0.9%, which is medium comparable to most other Equity funds.
Mahindra Manulife Small Cap Fund Direct Growth returns for the last 1 year are 20.74%. Since launch, it has delivered 26.62% average annual returns.
The Mahindra Manulife Small Cap Fund Direct Growth has the majority of its money invested in Healthcare, Financial Services, Basic Materials, Energy, Technology, Industrials sectors.
Top 5 Holdings of Mahindra Manulife Small Cap Fund Direct Growth.
- Neuland Laboratories Ltd: 3.87%
- Multi Commodity Exchange of India Ltd: 3.84%
- Garware Hi-Tech Films Ltd: 2.85%
- Jindal Saw Ltd: 2.83%
- Oil India Ltd: 2.53%
AMC Information
| Name | Mahindra Manulife Investment Management Pvt. Ltd. |
|---|---|
| Founding Date | 2022-12-14 |
| mfinvestors@mahindra.com | |
| Phone | 022-66327900 |
| Website | www.mahindramanulife.com |
| Address | 1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018 |
Tax Implications of Mahindra Manulife Small Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Mahindra Manulife Investment Management Pvt. Ltd.
Fixed IncomeLow Duration
3Y CAGR
7.50%
expense ratio
0.34%
fund size
₹541.24 Cr
AllocationEquity Savings
3Y CAGR
9.92%
expense ratio
1.25%
fund size
₹535.42 Cr
Fixed IncomeLow Duration
3Y CAGR
6.66%
expense ratio
1.07%
fund size
₹541.24 Cr
EquityMulti-Cap
3Y CAGR
18.26%
expense ratio
0.87%
fund size
₹7184.31 Cr
EquityELSS (Tax Savings)
3Y CAGR
9.25%
expense ratio
1.19%
fund size
₹904.48 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
