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) | ₹2232 Cr | ₹8211 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 | -0.78% | 0.58% |
| 6 Month | 3.63% | 5.89% |
| 1 Year | 4.94% | 8.41% |
| 3 Year | 17.95% | 16.23% |
| 5 Year | 20.72% | 15.75% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 2.6% | 4.83% |
| 1 Year | 12.64% | 18.68% |
| 3 Year | 15.24% | 16.11% |
| 5 Year | 16.96% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.73% | 12.29% |
| 3 Year | 22.3% | 12.71% |
| 5 Year | 21.76% | 13.97% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.25% |
| Sharp | 0.84% | 0.79% |
| Beta | 0.93% | 0.91% |
| Alpha | 2.78% | 0.65% |
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 | 7.22 | 14.12 |
| Large Cap | 84.49 | 76.43 |
| Small Cap | 3.8 | 1.54 |
| Mid Cap | 4.49 | 7.91 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.8 | 3.88 |
| Energy | 10.97 | 6.31 |
| Technology | 8.99 | 14.14 |
| Industrials | 9.35 | 9.04 |
| Consumer Defensive | 3.94 | 4.41 |
| Basic Materials | 9.45 | 4.39 |
| Financial Services | 31.47 | 29.85 |
| Healthcare | 5.29 | 2.58 |
| Consumer Cyclical | 7.2 | 15.22 |
| Communication Services | 4.61 | 4.42 |
| Utilities | 6.95 | 2.87 |
| Real Estate | - | 2.89 |
Top Comparisons
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns22.63%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns23.23%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.65%
Quant Multi Cap Fund-Growth
3Y Returns9.02%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.85%
HSBC Small Cap Fund Regular Growth
3Y Returns17.35%