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) | ₹2112 Cr | ₹7774 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 | 3.47% | 3.3% |
6 Month | 4.15% | 4.66% |
1 Year | 0.86% | 6.55% |
3 Year | 24.01% | 20.19% |
5 Year | - | 20.93% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 8.01% | 10.11% |
1 Year | 8.19% | 14.01% |
3 Year | 20.93% | 19.59% |
5 Year | - | 17.71% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 19.2% | 12.74% |
3 Year | 23.31% | 12.42% |
5 Year | - | 13.62% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 13.72% | 12.25% |
Sharp | 1.03% | 0.83% |
Beta | 0.90% | 0.9% |
Alpha | 3.92% | -0.11% |
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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 | 4.35 | 4.83 |
Large Cap | 84.5 | 80.57 |
Small Cap | 7.25 | 1.88 |
Mid Cap | 3.9 | 11.95 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 2.39 | 4.83 |
Energy | 11.66 | - |
Technology | 7.41 | - |
Industrials | 4.42 | - |
Consumer Defensive | 8.88 | - |
Basic Materials | 10.74 | - |
Financial Services | 27.75 | - |
Healthcare | 4.32 | - |
Communication Services | 4.52 | - |
Utilities | 5.95 | - |
Consumer Cyclical | 11.97 | - |
Petroleum Products | - | 5.78 |
IT - Software | - | 12.54 |
Construction | - | 4.1 |
Non - Ferrous Metals | - | 2.56 |
Banks | - | 21.81 |
Pharmaceuticals & Biotechnology | - | 2.75 |
Automobiles | - | 7.64 |
Insurance | - | 4.87 |
Agricultural Food & other Products | - | 1.6 |
Realty | - | 2.47 |
Consumer Durables | - | 4.22 |
Finance | - | 5.17 |
Telecom - Services | - | 4.46 |
Cement & Cement Products | - | 1.86 |
Power | - | 3.36 |
Transport Infrastructure | - | 2.29 |
Retailing | - | 3.97 |
Beverages | - | 2.95 |
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