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 10 years. As of 31 Mar 2026 the fund manages assets worth ₹4,462 Crores. The expense ratio is 1.6%.
This fund generated returns of 12.04% in the last 1 year. Since its inception, it has provided an average annual return of 23.84%.
The fund's investments are mainly concentrated in sectors like Pharmaceuticals & Biotech, Industrial Products, Auto Components, Finance and Banks.
The top five holdings in this fund include prominent companies such as TREPS, Glenmark Pharma., Jindal Saw, Welspun Corp and Volt.Transform..
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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