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) | ₹1884 Cr | ₹7354 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 | 6% | 8.01% |
6 Month | 4.54% | 4.58% |
1 Year | 8.32% | 14.57% |
3 Year | 23.87% | 19.46% |
5 Year | - | 23.34% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 6.25% | 6.92% |
1 Year | 5.01% | 8.8% |
3 Year | 21.22% | 18.47% |
5 Year | - | 17.17% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 21.62% | 12.97% |
3 Year | 23.95% | 12.3% |
5 Year | - | 13.39% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 13.605% | 12.25% |
Sharp | 0.843% | 0.7% |
Beta | 0.932% | 0.89% |
Alpha | 3.938% | 0.77% |
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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 | 1.44 | 1 |
Large Cap | 86.96 | 83.9 |
Small Cap | 5.26 | 1.59 |
Mid Cap | 6.34 | 12.69 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 0.8 | 1 |
Energy | 12.01 | - |
Technology | 6.27 | - |
Industrials | 4.05 | - |
Consumer Defensive | 11.23 | - |
Basic Materials | 11.55 | - |
Financial Services | 32.67 | - |
Healthcare | 4.73 | - |
Communication Services | 3.94 | - |
Utilities | 5.17 | - |
Consumer Cyclical | 7.58 | - |
Petroleum Products | - | 5.48 |
IT - Software | - | 11.91 |
Construction | - | 4.48 |
Non - Ferrous Metals | - | 2.77 |
Banks | - | 21.84 |
Pharmaceuticals & Biotechnology | - | 3.01 |
Automobiles | - | 8.85 |
Insurance | - | 5.32 |
Agricultural Food & other Products | - | 2.42 |
Realty | - | 2.79 |
Consumer Durables | - | 4.14 |
Finance | - | 5.46 |
Telecom - Services | - | 5.22 |
Cement & Cement Products | - | 1.9 |
Power | - | 3.8 |
Transport Infrastructure | - | 1.99 |
Retailing | - | 3.85 |
Beverages | - | 2.95 |
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