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) | ₹2208 Cr | ₹25140 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 | 0.89% | 0.75% |
| 6 Month | 4.87% | 6.67% |
| 1 Year | 2.05% | 8.36% |
| 3 Year | 17.53% | 20.3% |
| 5 Year | 21.63% | 25.76% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 3.48% | 3.28% |
| 1 Year | 13.56% | 16.64% |
| 3 Year | 15.57% | 19.59% |
| 5 Year | 17.25% | 21.53% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 16.01% | 14.91% |
| 3 Year | 22.41% | 13.3% |
| 5 Year | 22.2% | 12.35% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 12.84% | 9.72% |
| Sharp | 0.84% | 1.31% |
| Beta | 0.93% | 0.72% |
| Alpha | 2.78% | 6.50% |
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 | 7.13 | 14.67 |
| Large Cap | 84.1 | 69.27 |
| Small Cap | 4.35 | 12.5 |
| Mid Cap | 4.41 | 3.56 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 1.62 | 12.73 |
| Energy | 10.9 | - |
| Technology | 7.87 | 4.45 |
| Industrials | 7.23 | 4.92 |
| Consumer Defensive | 6.93 | - |
| Basic Materials | 9.91 | 2.33 |
| Financial Services | 31.1 | 39.92 |
| Healthcare | 4.77 | 7.07 |
| Communication Services | 4.22 | 2.45 |
| Utilities | 7.23 | 2.75 |
| Consumer Cyclical | 8.23 | 21.45 |
| Real Estate | - | 1.94 |
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