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) | ₹2186 Cr | ₹8055 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 | -3.11% | -3.59% |
6 Month | 3.88% | 6.03% |
1 Year | -5.31% | -0.17% |
3 Year | 20.2% | 16.05% |
5 Year | - | 19.02% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 2.8% | 2.86% |
1 Year | 2.21% | 3.82% |
3 Year | 17.74% | 15.7% |
5 Year | - | 15.48% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 17.98% | 12.63% |
3 Year | 23.3% | 12.49% |
5 Year | - | 13.73% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 13.33% | 12.25% |
Sharp | 1.23% | 1.12% |
Beta | 0.90% | 0.89% |
Alpha | 3.68% | 0.33% |
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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 | 9.64 | 13.4 |
Large Cap | 79.71 | 75.86 |
Small Cap | 6.78 | 2.05 |
Mid Cap | 3.87 | 8.69 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 2.06 | 4.23 |
Energy | 11.64 | 5.89 |
Technology | 8.09 | 13.86 |
Industrials | 4.26 | 6.19 |
Consumer Defensive | 7.62 | 4.2 |
Basic Materials | 9.81 | 4.64 |
Financial Services | 27.02 | 31.19 |
Healthcare | 4.29 | 2.65 |
Communication Services | 4.94 | 4.66 |
Utilities | 8.15 | 3.25 |
Consumer Cyclical | 12.13 | 16.8 |
Real Estate | - | 2.43 |
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