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Aditya Birla Sun Life Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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