HDFC Focused 30 Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2137 Cr | ₹21456 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Nov 2020 | 17 Sep 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 68% | 24.96% |
Expense Ratio | 2.02 | 1.67 |
Manager | Krishna Sanghvi | Dhruv Muchhal |
ISIN Code | INF174V01AD4 | INF179K01574 |
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 | HDFC Focused 30 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 | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Month | -1.63% | 1.64% |
6 Month | 7.4% | 12.05% |
1 Year | -3.06% | 9.98% |
3 Year | 19.04% | 22.83% |
5 Year | - | 27.44% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 0.7% | 3.46% |
1 Year | -0.04% | 9.68% |
3 Year | 15.52% | 20.39% |
5 Year | - | 22.9% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Year | 17.98% | 15.45% |
3 Year | 23.3% | 12.91% |
5 Year | - | 12.12% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 13.22% | 10.15% |
Sharp | 0.98% | 1.51% |
Beta | 0.93% | 0.73% |
Alpha | 3.54% | 7.98% |
Fund Managers
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Name | Krishna Sanghvi | Dhruv Muchhal |
Total AUM | ₹1343 Cr | ₹520687 Cr |
Funds Managed | 2 | 40 |
Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
Market Cap
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 7.63 | 14.69 |
Large Cap | 82.11 | 68.25 |
Small Cap | 6.03 | 13.81 |
Mid Cap | 4.22 | 3.25 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 1.02 | 11.94 |
Energy | 10.97 | - |
Technology | 7.88 | 4.1 |
Industrials | 4.32 | 4.51 |
Consumer Defensive | 7.38 | - |
Financial Services | 30.63 | 39.52 |
Healthcare | 4.65 | 8.01 |
Basic Materials | 9.79 | 2.8 |
Communication Services | 4.35 | 2.68 |
Utilities | 7.91 | 0.58 |
Consumer Cyclical | 11.09 | 23.11 |
Real Estate | - | 2.76 |
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