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) | ₹2137 Cr | ₹962 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 | -1.19% | 0.35% |
6 Month | 7.88% | 8.89% |
1 Year | -3.33% | -0.55% |
3 Year | 19.2% | 17.27% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.7% | 2.25% |
1 Year | -0.04% | 1.4% |
3 Year | 15.52% | 14.83% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.98% | 26.4% |
3 Year | 23.3% | 17.39% |
5 Year | - | - |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.22% | - |
Sharp | 0.98% | - |
Beta | 0.93% | - |
Alpha | 3.54% | - |
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 | 7.63 | 8.53 |
Large Cap | 82.11 | 69.45 |
Small Cap | 6.03 | - |
Mid Cap | 4.22 | 22.02 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.02 | 2.02 |
Energy | 10.97 | 6.19 |
Technology | 7.88 | 11.66 |
Industrials | 4.32 | 11.59 |
Consumer Defensive | 7.38 | 4.24 |
Financial Services | 30.63 | 33.7 |
Healthcare | 4.65 | 4.09 |
Basic Materials | 9.79 | 6.74 |
Communication Services | 4.35 | - |
Utilities | 7.91 | 3.24 |
Consumer Cyclical | 11.09 | 14.9 |
Real Estate | - | 1.62 |
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