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) | ₹11553 Cr | ₹1884 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 | 7.67% | 6.23% |
6 Month | 1.14% | 2.38% |
1 Year | 8.72% | 8.1% |
3 Year | 20.93% | 23.16% |
5 Year | 26.56% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.23% | 1.32% |
1 Year | -4.23% | -4.18% |
3 Year | 14.31% | 17.8% |
5 Year | 17.41% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.63% | 21.62% |
3 Year | 15.24% | 23.95% |
5 Year | 17.1% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.81% | 13.605% |
Sharp | 0.83% | 0.843% |
Beta | 0.87% | 0.932% |
Alpha | 2.78% | 3.938% |
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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 | 5.19 | 1.44 |
Large Cap | 79.7 | 86.96 |
Mid Cap | 10.73 | 6.34 |
Small Cap | 4.4 | 5.26 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.19 | 0.8 |
Petroleum Products | 5.15 | - |
IT - Software | 6.91 | - |
Cement & Cement Products | 0.8 | - |
Personal Products | 1.47 | - |
Diversified FMCG | 2.68 | - |
Banks | 30.41 | - |
Pharmaceuticals & Biotechnology | 9.3 | - |
Ferrous Metals | 3.38 | - |
Transport Services | 3.48 | - |
Chemicals & Petrochemicals | 1.34 | - |
Industrial Products | 3.42 | - |
Consumer Durables | 0.5 | - |
Telecom - Services | 5.93 | - |
Financial Technology (Fintech) | 2.51 | - |
Automobiles | 3.54 | - |
Realty | 2.89 | - |
Retailing | 5.06 | - |
Auto Components | 0.75 | - |
Insurance | 2.71 | - |
Leisure Services | 2.6 | - |
Energy | - | 12.01 |
Technology | - | 6.27 |
Industrials | - | 4.05 |
Consumer Defensive | - | 11.23 |
Basic Materials | - | 11.55 |
Financial Services | - | 32.67 |
Healthcare | - | 4.73 |
Communication Services | - | 3.94 |
Utilities | - | 5.17 |
Consumer Cyclical | - | 7.58 |
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