Edelweiss Focused Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2208 Cr | ₹1030 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Nov 2020 | 01 Aug 2022 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 49% |
| Expense Ratio | 2.02 | 2.24 |
| Manager | Krishna Sanghvi | Trideep Bhattacharya |
| ISIN Code | INF174V01AD4 | INF754K01OL0 |
| 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 | Edelweiss 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 | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.89% | 0.78% |
| 6 Month | 4.87% | 4.25% |
| 1 Year | 2.05% | -0.46% |
| 3 Year | 17.53% | 16.38% |
| 5 Year | 21.63% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.48% | 2.88% |
| 1 Year | 13.56% | 12.38% |
| 3 Year | 15.57% | 14.57% |
| 5 Year | 17.25% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.01% | 21.32% |
| 3 Year | 22.41% | 16.65% |
| 5 Year | 22.2% | - |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.84% | 12.92% |
| Sharp | 0.84% | 0.75% |
| Beta | 0.93% | 0.95% |
| Alpha | 2.78% | 1.56% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Krishna Sanghvi | Trideep Bhattacharya |
| Total AUM | ₹1343 Cr | ₹0 Cr |
| Funds Managed | 2 | 9 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.13 | 13.78 |
| Large Cap | 84.1 | 61.19 |
| Small Cap | 4.35 | - |
| Mid Cap | 4.41 | 25.03 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.62 | 1.49 |
| Energy | 10.9 | 6.19 |
| Technology | 7.87 | 11.73 |
| Industrials | 7.23 | 12.62 |
| Consumer Defensive | 6.93 | 4.02 |
| Basic Materials | 9.91 | 7.55 |
| Financial Services | 31.1 | 31.16 |
| Healthcare | 4.77 | 5.64 |
| Communication Services | 4.22 | - |
| Utilities | 7.23 | 3.05 |
| Consumer Cyclical | 8.23 | 15.04 |
| Real Estate | - | 1.5 |
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