ITI Focused Equity Fund Regular vs Mahindra Manulife Focused Fund compare
ITI Focused Equity Fund Regular - Growth
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹560 Cr | ₹2232 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 17 Nov 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 68% |
| Expense Ratio | 2.34 | 2.02 |
| Manager | Rohan Korde | Krishna Sanghvi |
| ISIN Code | INF00XX01CV2 | INF174V01AD4 |
| Exits Load | ITI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.28% | -0.95% |
| 6 Month | 3.38% | 2.7% |
| 1 Year | 2.62% | 3.57% |
| 3 Year | - | 18.03% |
| 5 Year | - | 20.62% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.27% | 2.6% |
| 1 Year | 14.96% | 12.64% |
| 3 Year | - | 15.24% |
| 5 Year | - | 16.96% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.7% | 15.73% |
| 3 Year | - | 22.3% |
| 5 Year | - | 21.76% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.84% |
| Sharp | - | 0.84% |
| Beta | - | 0.93% |
| Alpha | - | 2.78% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Krishna Sanghvi |
| Total AUM | ₹4626 Cr | ₹1343 Cr |
| Funds Managed | 10 | 2 |
| ITI Focused Equity Fund Regular - Growth | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.41 | 7.22 |
| Large Cap | 47.66 | 84.49 |
| Small Cap | 24.24 | 3.8 |
| Mid Cap | 17.7 | 4.49 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.98 | 1.8 |
| Energy | 5.48 | 10.97 |
| Industrials | 11.2 | 9.35 |
| Financial Services | 27.49 | 31.47 |
| Healthcare | 9.28 | 5.29 |
| Technology | 8.39 | 8.99 |
| Consumer Defensive | 5.53 | 3.94 |
| Utilities | 3.93 | 6.95 |
| Basic Materials | 9.42 | 9.45 |
| Real Estate | 2.63 | - |
| Consumer Cyclical | 6.41 | 7.2 |
| Communication Services | 4.26 | 4.61 |
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