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) | ₹2208 Cr | ₹8062 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 | 0.75% | 1.58% |
| 6 Month | 4.18% | 5.73% |
| 1 Year | 8.3% | 10.35% |
| 3 Year | 18.78% | 16.59% |
| 5 Year | 22.17% | 17.16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 2.61% | 3.79% |
| 1 Year | 11.54% | 15.92% |
| 3 Year | 16.15% | 16.27% |
| 5 Year | 17.85% | 15.36% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 17.09% | 12.37% |
| 3 Year | 22.97% | 12.67% |
| 5 Year | - | 13.9% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.94% | 12.25% |
| Sharp | 0.92% | 0.82% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.08% | 0.37% |
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 | 7.13 | 12.98 |
| Large Cap | 84.1 | 77.12 |
| Small Cap | 4.35 | 2.05 |
| Mid Cap | 4.41 | 7.85 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.62 | 3.31 |
| Energy | 10.9 | 6.1 |
| Technology | 7.87 | 13.41 |
| Industrials | 7.23 | 8.78 |
| Consumer Defensive | 6.93 | 4.44 |
| Basic Materials | 9.91 | 5.22 |
| Financial Services | 31.1 | 29.8 |
| Healthcare | 4.77 | 2.43 |
| Communication Services | 4.22 | 4.4 |
| Utilities | 7.23 | 3.01 |
| Consumer Cyclical | 8.23 | 16.24 |
| Real Estate | - | 2.85 |
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