Mahindra Manulife Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2137 Cr | ₹7731 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Nov 2020 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 68% | 45% |
Expense Ratio | 2.02 | 1.82 |
Manager | Krishna Sanghvi | Dhaval Joshi |
ISIN Code | INF174V01AD4 | INF209K01462 |
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 | Aditya Birla Sun Life 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 | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -0.92% | -0.78% |
6 Month | 9.57% | 11.27% |
1 Year | -6.87% | -1.75% |
3 Year | 18.43% | 14.63% |
5 Year | - | 17.62% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 0.57% | 1.42% |
1 Year | 2.08% | 4.78% |
3 Year | 16.5% | 15.32% |
5 Year | - | 15.13% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 17.98% | 12.63% |
3 Year | 23.3% | 12.49% |
5 Year | - | 13.73% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 13.22% | 12.25% |
Sharp | 0.98% | 0.82% |
Beta | 0.93% | 0.91% |
Alpha | 3.54% | -0.23% |
Fund Managers
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Krishna Sanghvi | Dhaval Joshi |
Total AUM | ₹1343 Cr | ₹361932 Cr |
Funds Managed | 2 | 55 |
Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 7.63 | 12.95 |
Large Cap | 82.11 | 77.58 |
Small Cap | 6.03 | 2.04 |
Mid Cap | 4.22 | 7.44 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 1.02 | 4.42 |
Energy | 10.97 | 5.69 |
Technology | 7.88 | 13.55 |
Industrials | 4.32 | 6.28 |
Consumer Defensive | 7.38 | 4.32 |
Financial Services | 30.63 | 30.55 |
Healthcare | 4.65 | 2.82 |
Basic Materials | 9.79 | 4.82 |
Communication Services | 4.35 | 4.62 |
Utilities | 7.91 | 3.38 |
Consumer Cyclical | 11.09 | 17.14 |
Real Estate | - | 2.4 |
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