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Edelweiss Focused 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 Edelweiss Focused Fund - Regular Plan - Growth

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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 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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