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) | ₹12303 Cr | ₹2127 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 | 3.11% | 3.54% |
| 6 Month | 6.55% | 5.59% |
| 1 Year | 5.15% | 4.21% |
| 3 Year | 15.75% | 19.04% |
| 5 Year | 24.19% | - |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.47% | 0.21% |
| 1 Year | 7.33% | 5.12% |
| 3 Year | 12.72% | 13.79% |
| 5 Year | 14.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12% | 17.09% |
| 3 Year | 15.65% | 22.97% |
| 5 Year | 17.65% | - |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.81% | 12.94% |
| Sharp | 0.86% | 0.92% |
| Beta | 0.86% | 0.93% |
| Alpha | 1.17% | 3.08% |
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 | 3.86 | 7.33 |
| Large Cap | 79.37 | 84.42 |
| Mid Cap | 11.26 | 4.12 |
| Small Cap | 5.52 | 4.13 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.86 | 1.65 |
| Energy | 5.32 | 10.61 |
| Consumer Defensive | 4.23 | 7.06 |
| Financial Services | 34.22 | 31.77 |
| Healthcare | 8.42 | 4.21 |
| Basic Materials | 4.57 | 9.68 |
| Industrials | 10.61 | 7.01 |
| Communication Services | 5.95 | 4.13 |
| Technology | 6.1 | 7.98 |
| Consumer Cyclical | 13.33 | 8.32 |
| Real Estate | 3.37 | - |
| Utilities | - | 7.58 |
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