Aditya Birla Sun Life Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2127 Cr | ₹7649 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 45% |
| Expense Ratio | 2.02 | 1.82 |
| Manager | Krishna Sanghvi | Dhaval Joshi |
| ISIN Code | INF174V01AD4 | INF209K01462 |
| Exits Load | Mahindra Manulife Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 3.42% | 5.17% |
| 6 Month | 6.12% | 8.15% |
| 1 Year | 4.43% | 6.57% |
| 3 Year | 18.99% | 16.33% |
| 5 Year | - | 18.84% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.81% | 4.72% |
| 1 Year | 12.35% | 15.75% |
| 3 Year | 16.29% | 16.13% |
| 5 Year | - | 15.17% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 17.09% | 12.49% |
| 3 Year | 22.97% | 12.57% |
| 5 Year | - | 13.8% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.94% | 12.25% |
| Sharp | 0.92% | 0.79% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.08% | 0.09% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Dhaval Joshi |
| Total AUM | ₹1343 Cr | ₹361932 Cr |
| Funds Managed | 2 | 55 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 7.33 | - |
| Large Cap | 84.42 | 86.2 |
| Small Cap | 4.13 | 1.84 |
| Mid Cap | 4.12 | 11.16 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.65 | 4.1 |
| Energy | 10.61 | - |
| Technology | 7.98 | - |
| Industrials | 7.01 | - |
| Consumer Defensive | 7.06 | - |
| Basic Materials | 9.68 | - |
| Financial Services | 31.77 | - |
| Healthcare | 4.21 | - |
| Communication Services | 4.13 | - |
| Utilities | 7.58 | - |
| Consumer Cyclical | 8.32 | - |
| Petroleum Products | - | 5.9 |
| IT - Software | - | 13.64 |
| Construction | - | 4.15 |
| Non - Ferrous Metals | - | 3.13 |
| Banks | - | 20.43 |
| Pharmaceuticals & Biotechnology | - | 2.41 |
| Automobiles | - | 6.58 |
| Insurance | - | 3.36 |
| Agricultural Food & other Products | - | 1.86 |
| Realty | - | 2.78 |
| Consumer Durables | - | 4.4 |
| Finance | - | 5.24 |
| Telecom - Services | - | 4.24 |
| Cement & Cement Products | - | 2.06 |
| Power | - | 3.21 |
| Transport Infrastructure | - | 2.67 |
| Retailing | - | 6.48 |
| Beverages | - | 2.56 |
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