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) | ₹2232 Cr | ₹8211 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 | 0.18% | 1.34% |
| 6 Month | 2.32% | 5.17% |
| 1 Year | 7.96% | 11.05% |
| 3 Year | 19.33% | 18.06% |
| 5 Year | 19.74% | 15.37% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.91% | 6.14% |
| 1 Year | 13.73% | 20.05% |
| 3 Year | 15.14% | 16.44% |
| 5 Year | 16.98% | 15.34% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.38% | 12.24% |
| 3 Year | 21.66% | 12.73% |
| 5 Year | 21.11% | 14.01% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 12.25% |
| Sharp | 0.91% | 0.79% |
| Beta | 0.92% | 0.91% |
| Alpha | 2.49% | 0.65% |
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 | 7.22 | 14.12 |
| Large Cap | 84.49 | 76.43 |
| Small Cap | 3.8 | 1.54 |
| Mid Cap | 4.49 | 7.91 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.8 | 3.88 |
| Energy | 10.97 | 6.31 |
| Technology | 8.99 | 14.14 |
| Industrials | 9.35 | 9.04 |
| Consumer Defensive | 3.94 | 4.41 |
| Basic Materials | 9.45 | 4.39 |
| Financial Services | 31.47 | 29.85 |
| Healthcare | 5.29 | 2.58 |
| Consumer Cyclical | 7.2 | 15.22 |
| Communication Services | 4.61 | 4.42 |
| Utilities | 6.95 | 2.87 |
| Real Estate | - | 2.89 |
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