Investment type
Mahindra Manulife Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Mahindra Manulife Mutual Fund. It was launched on 04 Feb 2016, and has been active for over 9 years. As of 30 Jun 2025 the fund manages assets worth ₹4,065 Crores. The expense ratio is 0.44%.
This fund generated returns of -6.46% in the last 1 year. Since its inception, it has provided an average annual return of 29.32%.
The fund's investments are mainly concentrated in sectors like Industrial Products, Pharmaceuticals & Biotech, Finance, Power and Commercial Services & Sup.
The top five holdings in this fund include prominent companies such as APL Apollo Tubes, Bajaj Auto, A B Real Estate, C D S L and RBL Bank.
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.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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