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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Mahindra Manulife MFMahindra Manulife Business Cycle Fund - Regular Plan - IDCW
₹13.02 as on 16 Sep 2026
Key Metrics Comparison
| Metric | Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Mahindra Manulife MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹13.02 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Krishna Sanghavi | Mihir Vora |
| Inception | 11 Sep 2023 | 04 Nov 2024 |
| Returns | ||
| 1Y | 3.29% | 27.43% |
| 3Y | 14.82% | — |
| 5Y | — | — |
| Since Inception | 14.98% | 18.19% |
| Risk | ||
| 15.82 | 22.45 | |
| 1.06 | 0.94 | |
| 0.72 | 0.29 | |
| 4.94 | 11.41 | |
| 1.38 | 0.54 | |
| -10.23% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.40% | 1.56% |
| Exit Load | 1% on or before 3M, Nil after 3M | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Mahindra Manu…100%
Trust MF100%
0.0%Only 0.0% of holdings by weight are common between Mahindra Manulife MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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