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 | 1.34% | 2.39% |
| 6 Month | 2.68% | 4.88% |
| 1 Year | 6.4% | 0.31% |
| 3 Year | 19.1% | 17.65% |
| 5 Year | 20.61% | 15.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.91% | 3.9% |
| 1 Year | 13.73% | 18.63% |
| 3 Year | 15.14% | 14.74% |
| 5 Year | 16.98% | 14.82% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.4% | 15.11% |
| 3 Year | 21.72% | 17.53% |
| 5 Year | 21.2% | 19.55% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.49% | 12.6% |
| Sharp | 0.91% | 0.7% |
| Beta | 0.92% | 0.99% |
| Alpha | 2.49% | 0.1% |
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 | 1.78 | 6.86 |
| Large Cap | 91.84 | 48.05 |
| Small Cap | 3.8 | 11.92 |
| Mid Cap | 2.58 | 33.17 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 1.78 | 6.86 |
| Petroleum Products | 6.92 | - |
| IT - Software | 8.99 | 4.98 |
| Construction | 5.09 | - |
| Non - Ferrous Metals | 1.38 | - |
| Banks | 25.91 | 18.21 |
| Pharmaceuticals & Biotechnology | 5.29 | 7.46 |
| Cement & Cement Products | 6.17 | - |
| Automobiles | 4.34 | 3.53 |
| Telecom - Services | 4.61 | - |
| Gas | 2.31 | - |
| Finance | 5.55 | 8.06 |
| Diversified FMCG | 3.94 | 2.86 |
| Electrical Equipment | 1.57 | 4.18 |
| Oil | 1.96 | 2.82 |
| Consumable Fuels | 2.09 | - |
| Transport Services | 2.22 | - |
| Consumer Durables | 1.6 | 6.24 |
| Power | 3.07 | - |
| Transport Infrastructure | 2.04 | - |
| Ferrous Metals | 1.91 | - |
| Retailing | 1.26 | 6.77 |
| Healthcare Services | - | 2.07 |
| Chemicals & Petrochemicals | - | 2.2 |
| Financial Technology (Fintech) | - | 2.03 |
| Agricultural, Commercial & Construction Vehicles | - | 3.67 |
| Food Products | - | 2.04 |
| Capital Markets | - | 8.7 |
| Industrial Manufacturing | - | 0.55 |
| Commercial Services & Supplies | - | 1.5 |
| Textiles & Apparels | - | 1.06 |
| Industrial Products | - | 4.21 |
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