Mahindra Manulife Small Cap Fund- Regular Reinvestment

Small Cap Fund - An open ended equity scheme predominantly investing in small cap stocks

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
*An Exit Load of 1% is payable 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.

Fund Manager : Mr. Abhinav Khandelwal

Total Experience: Combined work experience of over 14 years of which around 10 years have been in the field of managing of funds and equity research.

Experience in managing this fund : Managing since December 12, 2022

Fund Manager : Mr. Manish Lodha

Total Experience: Combined work experience of over 22 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 12, 2022

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment predominantly in equity and equity related securities of small cap companies.
Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Small Cap Fund

Investors Understands that their principal will be at Very High risk

Mahindra Manulife- Benchmark Risko Meter Very High

S&P BSE 250 Small Cap TRI (First Tier Benchmark)

#Investor should consult their financial advisers if in doubt about whether the product is suitable for them.

The product labelling /risk level assigned for the Scheme during the New Fund Offer is based on internal assessment of the Scheme’s characteristics or model portfolio and the same may vary post New Fund Offer when the actual investments are made.

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies, However, there can be no assurance that the investment objective of the Scheme will be achieved.

Scheme Features:

  • Potential growth tailwinds in Indian Economy.
  • Opportunity to capitalize on Indian Entrepreneurship.
  • Opportunity to capture market / economic cycles.
  • Potential to create wealth and generate alpha over long-term.
  • Small caps are generallyunder-researched and under-owned and hence provides an opportunity for stock-picking at reasonable valuations.
  • Small Caps could be beneficiaries of structural reforms announced from time to time.
  • Small caps also provide exposure to companies which are potential market leaders in the industries they operate in (a few examples include textile, paper, sugar, luggage) and have potential to become midcaps of tomorrow as they achieve scale.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Small Cap Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Jan 31, 2024)
Managed by Mr. Abhinav Khandelwal and Mr. Manish Lodha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 68.83 N/A N/A 57.35 16,883 N/A N/A 16,743 16.7426
Direct Plan - Growth Option 71.85 N/A N/A 60.22 17,185 N/A N/A 17,090 17.0902
S&P BSE 250 Small Cap TRI (First Tier Benchmark) 60.31 N/A N/A 44.93 16,031 N/A N/A 15,249 7459.71
Nifty 50 TRI^^ 24.35 N/A N/A 16.32 12,435 N/A N/A 11,875 31939.59

^Benchmark ^^Additional Benchmark. Inception/Allotment date: 12-Dec-22. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.