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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) ₹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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