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) | ₹2120 Cr | ₹12286 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 | 2.81% | 2.28% |
6 Month | 12.03% | 17.05% |
1 Year | -4.88% | -1.27% |
3 Year | 19.28% | 10.46% |
5 Year | - | 13.3% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.01% | 3.44% |
1 Year | 6.9% | 11.64% |
3 Year | 16.38% | 13.06% |
5 Year | - | 9.95% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.98% | 13.51% |
3 Year | 23.3% | 14.29% |
5 Year | - | 14.05% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.24% | 13.69% |
Sharp | 0.84% | 0.18% |
Beta | 0.94% | 0.92% |
Alpha | 3.70% | -4.75% |
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 | 7.63 | 15.04 |
Large Cap | 82.11 | 67 |
Small Cap | 6.03 | - |
Mid Cap | 4.22 | 17.96 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.02 | 6.51 |
Energy | 10.97 | - |
Technology | 7.88 | 5.17 |
Industrials | 4.32 | 10.58 |
Consumer Defensive | 7.38 | 1.35 |
Financial Services | 30.63 | 33.92 |
Healthcare | 4.65 | 10.63 |
Basic Materials | 9.79 | 3.56 |
Communication Services | 4.35 | 8.61 |
Utilities | 7.91 | 3.25 |
Consumer Cyclical | 11.09 | 12.85 |
Real Estate | - | 3.58 |
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