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) | ₹2120 Cr | ₹7620 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 | 3.22% | 3.43% |
6 Month | 11.94% | 13.38% |
1 Year | -4.46% | -0.82% |
3 Year | 19.42% | 16.13% |
5 Year | - | 18.92% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 2.01% | 3.01% |
1 Year | 6.9% | 9.17% |
3 Year | 16.38% | 15.23% |
5 Year | - | 14.73% |
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 | 13.24% | 12.25% |
Sharp | 0.84% | 0.69% |
Beta | 0.94% | 0.91% |
Alpha | 3.70% | 0.13% |
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 | 6.25 | 13.02 |
Large Cap | 85.25 | 77.12 |
Small Cap | 4.55 | 2.01 |
Mid Cap | 3.95 | 7.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 0.79 | 4.55 |
Energy | 11.02 | 5.89 |
Technology | 8.27 | 14.04 |
Industrials | 6.55 | 6.24 |
Consumer Defensive | 7.78 | 4.3 |
Financial Services | 29.86 | 28.37 |
Healthcare | 4.27 | 2.42 |
Basic Materials | 8.41 | 5.04 |
Communication Services | 4.09 | 4.63 |
Utilities | 7.94 | 3.1 |
Consumer Cyclical | 11 | 18.71 |
Real Estate | - | 2.7 |
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