Mahindra Manulife Focused Fund vs HDFC Focused 30 Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2127 Cr | ₹23533 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Nov 2020 | 17 Sep 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 24.96% |
| Expense Ratio | 2.02 | 1.67 |
| Manager | Krishna Sanghvi | Dhruv Muchhal |
| ISIN Code | INF174V01AD4 | INF179K01574 |
| 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 | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 1.82% | 0.28% |
| 6 Month | 5.06% | 6.74% |
| 1 Year | 3.21% | 7.72% |
| 3 Year | 18.29% | 20.93% |
| 5 Year | - | 27.85% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 3.81% | 4.22% |
| 1 Year | 12.35% | 17% |
| 3 Year | 16.29% | 20.6% |
| 5 Year | - | 22.34% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 17.09% | 15.12% |
| 3 Year | 22.97% | 13.07% |
| 5 Year | - | 12.21% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 12.94% | 9.78% |
| Sharp | 0.92% | 1.40% |
| Beta | 0.93% | 0.72% |
| Alpha | 3.08% | 6.95% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Name | Krishna Sanghvi | Dhruv Muchhal |
| Total AUM | ₹1343 Cr | ₹520687 Cr |
| Funds Managed | 2 | 40 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 7.33 | 14.42 |
| Large Cap | 84.42 | 69.31 |
| Small Cap | 4.13 | 13.07 |
| Mid Cap | 4.12 | 3.2 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 1.65 | 11.95 |
| Energy | 10.61 | - |
| Technology | 7.98 | 4.24 |
| Industrials | 7.01 | 4.66 |
| Consumer Defensive | 7.06 | - |
| Basic Materials | 9.68 | 2.65 |
| Financial Services | 31.77 | 38.99 |
| Healthcare | 4.21 | 7.5 |
| Communication Services | 4.13 | 2.39 |
| Utilities | 7.58 | 2.26 |
| Consumer Cyclical | 8.32 | 22.88 |
| Real Estate | - | 2.47 |
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