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) | ₹2127 Cr | ₹989 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 | 2.43% | 1.79% |
| 6 Month | 5.68% | 5.9% |
| 1 Year | 2.97% | 2.44% |
| 3 Year | 20.12% | 17.88% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 2.01% |
| 1 Year | 9.31% | 9.72% |
| 3 Year | 16.06% | 15.51% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.09% | 21.32% |
| 3 Year | 22.97% | 16.65% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 12.96% |
| Sharp | 0.94% | 0.78% |
| Beta | 0.94% | 0.94% |
| Alpha | 3.46% | 1.30% |
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 | 7.33 | 13.43 |
| Large Cap | 84.42 | 60.59 |
| Small Cap | 4.13 | - |
| Mid Cap | 4.12 | 25.97 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.65 | 3.33 |
| Energy | 10.61 | 5.91 |
| Technology | 7.98 | 10.23 |
| Industrials | 7.01 | 12.42 |
| Consumer Defensive | 7.06 | 4.06 |
| Basic Materials | 9.68 | 7.22 |
| Financial Services | 31.77 | 30.98 |
| Healthcare | 4.21 | 5.84 |
| Communication Services | 4.13 | - |
| Utilities | 7.58 | 3.21 |
| Consumer Cyclical | 8.32 | 15.33 |
| Real Estate | - | 1.48 |
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