Question 1

Which funds are similar to Mahindra Manulife Small Cap Fund Direct-Growth?

Accepted Answer

Funds similar to Mahindra Manulife Small Cap Fund Direct-Growth in the Equity: Small Cap category include Nippon India Small Cap Fund Direct-Growth, HDFC Small Cap Fund Direct-Growth, and SBI Small Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Mahindra Manulife Small Cap Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Mahindra Manulife Small Cap Fund Direct-Growth is ranked 5 out of 34 funds in the Equity: Small Cap category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Mahindra Manulife Small Cap Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Mahindra Manulife Small Cap Fund Direct-Growth has an expense ratio of 0.86%. The peers Nippon India Small Cap Fund Direct-Growth has an expense ratio of 0.70% and HDFC Small Cap Fund Direct-Growth has 0.76%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Mahindra Manulife Small Cap Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Mahindra Manulife Small Cap Fund Direct-Growth has an AUM of ₹4,930.36 crore. The peers Nippon India Small Cap Fund Direct-Growth has an AUM of ₹78,407 crore and HDFC Small Cap Fund Direct-Growth has ₹40,416.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Small Cap?

Accepted Answer

The top performing fund in the Equity: Small Cap category on a 3-year basis is Bandhan Small Cap Fund Direct-Growth with a CAGR of 27.90% as of 16 Jul 2026. Mahindra Manulife Small Cap Fund Direct-Growth has delivered 22.56% CAGR over the same period, ranking 5 out of 34 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Mahindra Manulife Small Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Mahindra Manulife Small Cap Fund Direct-Growth has a Sharpe ratio of 0.89 compared to the Equity: Small Cap average of 0.69 as of 16 Jul 2026. It ranks 4 out of 33 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+9.25%	4.65%	8 / 43
3Y Return	+22.56%	18.55%	5 / 34
5Y Return	—	16.93%	—
10Y Return	—	17.72%	—

Mahindra Manulife Small Cap Fund Direct-Growth

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