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) | ₹2232 Cr | ₹1723 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 | -0.95% | 0.66% |
| 6 Month | 2.7% | 4.33% |
| 1 Year | 3.57% | -1.83% |
| 3 Year | 18.03% | 16.3% |
| 5 Year | 20.62% | 15.73% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.6% | 1.91% |
| 1 Year | 12.64% | 15.01% |
| 3 Year | 15.24% | 14.14% |
| 5 Year | 16.96% | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.73% | 15.34% |
| 3 Year | 22.3% | 17.56% |
| 5 Year | 21.76% | 19.61% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.84% | 14.19% |
| Sharp | 0.84% | 0.64% |
| Beta | 0.93% | 0.99% |
| Alpha | 2.78% | 0.55% |
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 | 7.22 | 17.22 |
| Large Cap | 84.49 | 43.83 |
| Small Cap | 3.8 | 14.28 |
| Mid Cap | 4.49 | 24.67 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 1.8 | 6.89 |
| Energy | 10.97 | 2.82 |
| Technology | 8.99 | 8.75 |
| Industrials | 9.35 | 15.68 |
| Consumer Defensive | 3.94 | 4.9 |
| Basic Materials | 9.45 | 2.2 |
| Financial Services | 31.47 | 34.98 |
| Healthcare | 5.29 | 9.52 |
| Consumer Cyclical | 7.2 | 14.26 |
| Communication Services | 4.61 | - |
| Utilities | 6.95 | - |
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