Axis Focused Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2232 Cr | ₹12445 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Nov 2020 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 180% |
| Expense Ratio | 2.02 | 1.74 |
| Manager | Krishna Sanghvi | Shreyash Devalkar |
| ISIN Code | INF174V01AD4 | INF846K01CH7 |
| 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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.95% | -2.92% |
| 6 Month | 2.7% | -0.5% |
| 1 Year | 3.57% | -0.68% |
| 3 Year | 18.03% | 10.8% |
| 5 Year | 20.62% | 8.13% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.6% | -0.57% |
| 1 Year | 12.64% | 8.31% |
| 3 Year | 15.24% | 10.53% |
| 5 Year | 16.96% | 8.45% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.73% | 12.46% |
| 3 Year | 22.3% | 14.09% |
| 5 Year | 21.76% | 13.74% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 15.43% |
| Sharp | 0.84% | 0.42% |
| Beta | 0.93% | 0.93% |
| Alpha | 2.78% | -3.72% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Shreyash Devalkar |
| Total AUM | ₹1343 Cr | ₹166770 Cr |
| Funds Managed | 2 | 14 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.22 | 12.52 |
| Large Cap | 84.49 | 68.49 |
| Small Cap | 3.8 | 0.6 |
| Mid Cap | 4.49 | 18.4 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.8 | 3.02 |
| Energy | 10.97 | - |
| Technology | 8.99 | 4.67 |
| Industrials | 9.35 | 11.97 |
| Consumer Defensive | 3.94 | 1.69 |
| Basic Materials | 9.45 | 3.46 |
| Financial Services | 31.47 | 34.28 |
| Healthcare | 5.29 | 11.54 |
| Consumer Cyclical | 7.2 | 13.51 |
| Communication Services | 4.61 | 9.16 |
| Utilities | 6.95 | 2.98 |
| Real Estate | - | 3.73 |
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