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Mahindra Manulife Small Cap Fund vs ITI Small Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Mahindra Manulife Small Cap Fund
  • ITI Small Cap Fund
Mahindra Manulife Small Cap Fund compared with ITI Small Cap Fund
FundMahindra Manulife Mutual FundMahindra Manulife Small Cap FundSmall Cap Fund · Direct planNAV ₹24.01ITI Mutual FundITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83
Returns
1 year16.1%20.4% (best of these funds)
3 yearsa year20.6%25.2% (best of these funds)
5 yearsa year19.5%
Risk
Volatilitya year18.3% (best of these funds)19.2%
Worst fall−26% (best of these funds)−39.9%
Best year76.4%113.9% (best of these funds)
Worst year-10.2% (best of these funds)-19%
Years in gain81%81% (best of these funds)
Cost and size
Expense ratio0.9%0.85% (best of these funds)
Fund size₹5,468 Cr₹3,603 Cr
Minimum SIP₹500₹500
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.