Mahindra Manulife Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Mahindra Manulife Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹5,087 Cr

Lock In Period

N/A

Expense Ratio

2.18

Exit Load

1.00% is payable if Units areredeemed / 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.

Benchmark

BSE 250 SmallCap Total Return

Mahindra Manulife Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.390.4512.01
6M18.432.6032.00
1Y14.495.0777.31
3Y20.3914.95104.17

Portfolio Analysis

  • Equity: 94.90%
  • Debt: 5.10%
  • Others
As on: 2026-07-31
View allocation % by

1. Neuland Laboratories Limited3.87%
2. Divi's Laboratories Limited2.40%
3. Anthem Biosciences Limited1.59%
4. Glenmark Pharmaceuticals Limited1.27%
5. Ajanta Pharma Limited1.22%
6. Acutaas Chemicals Limited1.02%
7. Laurus Labs Limited0.90%
8. GlaxoSmithKline Pharmaceuticals Limited0.59%

1. Ujjivan Small Finance Bank Limited1.78%
2. DCB Bank Limited1.64%
3. Karur Vysya Bank Limited1.64%
4. Bandhan Bank Limited0.86%

1. Jindal Saw Ltd2.83%
2. Welspun Corp Limited1.30%
3. Ratnamani Metals & Tubes Limited0.79%

1. Voltamp Transformers Limited2.22%
2. Adani Energy Solutions Limited1.52%
3. GE Vernova T&D India Limited0.92%

1. Multi Commodity Exchange of India Limited3.84%

1. Supreme Petrochem Limited2.03%
2. NOCIL Limited1.56%

1. Garware Hi-Tech Films Limited2.85%
2. AGI Greenpac Limited0.24%

1. Manappuram Finance Limited2.45%
2. Fedbank Financial Services Ltd0.30%

1. Oil India Limited2.53%

1. Coforge Limited2.23%

1. Usha Martin Limited2.19%

1. Arvind Limited2.08%

1. Adani Enterprises Limited2.07%

1. Vodafone Idea Limited1.89%

1. The Ramco Cements Limited1.27%
2. Dalmia Bharat Limited0.54%

1. Tilaknagar Industries Limited0.91%
2. Globus Spirits Limited0.88%

1. Kirloskar Brothers Limited1.09%
2. Oswal Pumps Limited0.61%

1. Gokaldas Exports Limited0.99%
2. Arvind Fashions Limited0.70%

1. SPR Auto Technologies Ltd1.63%

1. P N Gadgil Jewellers Limited0.90%
2. Kalyan Jewellers India Limited0.72%

1. Sona BLW Precision Forgings Limited1.59%

1. ZF Commercial Vehicle Control Systems India Limited1.57%

1. Adani Green Energy Limited1.03%
2. JSW Energy Limited0.41%

1. LG Balakrishnan & Bros Limited0.76%
2. Lumax Auto Technologies Limited0.63%

1. Asahi India Glass Limited1.38%

1. Dixon Technologies (India) Limited1.33%

1. Aditya Birla Real Estate Limited1.27%

1. Ganesha Ecosphere Limited1.23%

1. Ideaforge Technology Limited1.23%

1. Nitin Spinners Limited1.17%

1. Ather Energy Limited1.12%

1. Sagility Limited1.11%

1. Doms Industries Limited1.07%

1. Stove Kraft Limited1.06%

1. Mold-Tek Packaging Limited1.02%
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About Fund Mahindra Manulife Small Cap Fund Growth

Mahindra Manulife Small Cap Fund Growth managed by Mahindra Manulife Mutual Fund,is a Small-capscheme with Assets Under Management of ₹5,087 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Total Return while maintaining an expense ratio of 2.18. Under the expert guidance of Krishna Sanghavi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Krishna Sanghavi

Mr. Sanghvi is a Commerce Graduate, pursued Cost & Work Account from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI. Has an experience in Credit Appraisal & Credit Risk Management. Prior to joining Kotak AMC, had worked with Kotak Mahindra Primus Ltd., Kotak Mahindra Finance Ltd. & Kotak Mahindra Old Mutual Life Insurance Ltd. He has also worked with IDBI for nearly 2 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Union Small Cap Fund Growth32,401 CR2.22
LIC MF Small Cap Fund Growth1758 CR2.77
Mahindra Manulife Small Cap Fund Growth15,086 CR2.18
Bandhan Small Cap Fund Growth531,103 CR1.75
Fund Name1Y3Y
This FundUnion Small Cap Fund Growth21.97666.6204
This FundLIC MF Small Cap Fund Growth16.914768.5387
This FundMahindra Manulife Small Cap Fund Growth14.489174.4781
This FundBandhan Small Cap Fund Growth10.278996.1861

Mahindra Manulife Small Cap Fund Growth FAQs

Mahindra Manulife Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Mahindra Manulife Small Cap Fund Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Mahindra Manulife Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 3.39%
  • 6 Months : 18.43%
  • 1 Year : 14.49%
  • 3 Years : 20.39%
Returns of Mahindra Manulife Small Cap Fund Growth are updated daily based on NAV of ₹ 22.083 as on Aug 19,2026. Since inception, the return has been 74.48%.

You can invest in Mahindra Manulife Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Mahindra Manulife Small Cap Fund Growth is ₹5,087 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Mahindra Manulife Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.