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) | ₹2127 Cr | ₹7649 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 | 3.54% | 4.84% |
| 6 Month | 5.59% | 7.35% |
| 1 Year | 4.21% | 5.98% |
| 3 Year | 19.04% | 16.15% |
| 5 Year | - | 19.15% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 0.21% | -0.56% |
| 1 Year | 5.12% | 5.13% |
| 3 Year | 13.79% | 12.44% |
| 5 Year | - | 13.11% |
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% | 12.49% |
| 3 Year | 22.97% | 12.57% |
| 5 Year | - | 13.8% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.94% | 12.32% |
| Sharp | 0.92% | 0.75% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.08% | 0.67% |
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 | 7.33 | 13.75 |
| Large Cap | 84.42 | 76.87 |
| Small Cap | 4.13 | 1.84 |
| Mid Cap | 4.12 | 7.54 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.65 | 4.88 |
| Energy | 10.61 | 5.9 |
| Technology | 7.98 | 13.64 |
| Industrials | 7.01 | 6.82 |
| Consumer Defensive | 7.06 | 4.42 |
| Basic Materials | 9.68 | 5.19 |
| Financial Services | 31.77 | 29.04 |
| Healthcare | 4.21 | 2.41 |
| Communication Services | 4.13 | 4.24 |
| Utilities | 7.58 | 3.21 |
| Consumer Cyclical | 8.32 | 17.47 |
| Real Estate | - | 2.78 |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.88%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.02%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns17.88%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns17.59%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.66%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.4%