Mahindra Manulife Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12815 Cr | ₹2232 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jul 2007 | 17 Nov 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.24% | 68% |
| Expense Ratio | 1.78 | 2.02 |
| Manager | Sandeep Manam | Krishna Sanghvi |
| ISIN Code | INF090I01981 | INF174V01AD4 |
| Exits Load | Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.17% | -0.78% |
| 6 Month | 4.45% | 3.63% |
| 1 Year | 3.76% | 4.94% |
| 3 Year | 15.05% | 17.95% |
| 5 Year | 18.92% | 20.72% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.16% | 1.1% |
| 1 Year | 9.42% | 8.6% |
| 3 Year | 13.09% | 14.62% |
| 5 Year | 14.97% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.62% | 15.73% |
| 3 Year | 15.71% | 22.3% |
| 5 Year | 17.91% | 21.76% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.81% | 12.84% |
| Sharp | 0.8% | 0.84% |
| Beta | 0.85% | 0.93% |
| Alpha | 0.89% | 2.78% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Krishna Sanghvi |
| Total AUM | ₹74256 Cr | ₹1343 Cr |
| Funds Managed | 20 | 2 |
| Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.28 | 7.22 |
| Large Cap | 79.41 | 84.49 |
| Mid Cap | 11.16 | 4.49 |
| Small Cap | 6.14 | 3.8 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.28 | 1.8 |
| Energy | 5.87 | 10.97 |
| Consumer Defensive | 2.74 | 3.94 |
| Financial Services | 34.44 | 31.47 |
| Healthcare | 8.76 | 5.29 |
| Basic Materials | 5.43 | 9.45 |
| Industrials | 10.36 | 9.35 |
| Communication Services | 6.4 | 4.61 |
| Technology | 6.37 | 8.99 |
| Consumer Cyclical | 13.13 | 7.2 |
| Real Estate | 3.23 | - |
| Utilities | - | 6.95 |
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