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 | 0.89% | 2.12% |
| 6 Month | 4.87% | 6.38% |
| 1 Year | 2.05% | 6.18% |
| 3 Year | 17.53% | 15.73% |
| 5 Year | 21.63% | 16.66% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.48% | 5.54% |
| 1 Year | 13.56% | 19.55% |
| 3 Year | 15.57% | 16.4% |
| 5 Year | 17.25% | 15.3% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.01% | 12.33% |
| 3 Year | 22.41% | 12.7% |
| 5 Year | 22.2% | 13.94% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.25% |
| Sharp | 0.84% | 0.79% |
| Beta | 0.93% | 0.91% |
| Alpha | 2.78% | 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 | 7.13 | 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 |
Top Comparisons
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.55%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns16.21%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.21%
Sundaram Flexicap Fund Regular Growth
3Y Returns13.92%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.3%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.3%
Franklin India Opportunities Fund - Growth
3Y Returns27.38%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns18.17%