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) | ₹2112 Cr | ₹19578 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 | 3.2% | 2.59% |
6 Month | 5.38% | 7.12% |
1 Year | 2.09% | 10.18% |
3 Year | 24.45% | 27.6% |
5 Year | - | 29.39% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 8.01% | 8.72% |
1 Year | 8.19% | 15.72% |
3 Year | 20.93% | 24.27% |
5 Year | - | 25.54% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Year | 19.2% | 15.65% |
3 Year | 23.31% | 12.76% |
5 Year | - | 12.06% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 13.72% | 11.27% |
Sharp | 1.03% | 1.47% |
Beta | 0.90% | 0.76% |
Alpha | 3.92% | 7.99% |
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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 | 1.44 | 16.06 |
Large Cap | 86.96 | 66.22 |
Small Cap | 5.26 | 13.92 |
Mid Cap | 6.34 | 3.81 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 0.8 | 13.91 |
Energy | 12.01 | - |
Technology | 6.27 | 4.43 |
Industrials | 4.05 | 3.31 |
Consumer Defensive | 11.23 | 0 |
Basic Materials | 11.55 | 2.77 |
Financial Services | 32.67 | 39.06 |
Healthcare | 4.73 | 10.65 |
Communication Services | 3.94 | 3.65 |
Utilities | 5.17 | - |
Consumer Cyclical | 7.58 | 20.08 |
Real Estate | - | 2.12 |
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