HSBC Focused Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2120 Cr | ₹1647 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Nov 2020 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 68% | 95% |
Expense Ratio | 2.02 | 2.09 |
Manager | Krishna Sanghvi | Cheenu Gupta |
ISIN Code | INF174V01AD4 | INF336L01PE6 |
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 | HSBC Focused Fund - Regular Plan - 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 | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 3.22% | 2.47% |
6 Month | 11.94% | 20.26% |
1 Year | -4.46% | -0.96% |
3 Year | 19.42% | 17.07% |
5 Year | - | 19.84% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 2.01% | 4.65% |
1 Year | 6.9% | 10.64% |
3 Year | 16.38% | 15.59% |
5 Year | - | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 17.98% | 17.78% |
3 Year | 23.3% | 18.03% |
5 Year | - | 20.39% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.24% | 14.57% |
Sharp | 0.84% | 0.62% |
Beta | 0.94% | 1.00% |
Alpha | 3.70% | 1.10% |
Fund Managers
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Krishna Sanghvi | Cheenu Gupta |
Total AUM | ₹1343 Cr | ₹0 Cr |
Funds Managed | 2 | 9 |
Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.25 | 13.86 |
Large Cap | 85.25 | 42.56 |
Small Cap | 4.55 | 18.03 |
Mid Cap | 3.95 | 25.55 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 0.79 | 5.44 |
Energy | 11.02 | 2.84 |
Technology | 8.27 | 8.02 |
Industrials | 6.55 | 14.56 |
Consumer Defensive | 7.78 | 3.23 |
Financial Services | 29.86 | 38.31 |
Healthcare | 4.27 | 9.24 |
Basic Materials | 8.41 | 3.6 |
Communication Services | 4.09 | - |
Utilities | 7.94 | - |
Consumer Cyclical | 11 | 14.77 |
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