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 | 1.45% | 1% |
6 Month | 6.91% | 9.84% |
1 Year | -0.32% | 8.94% |
3 Year | 19.94% | 23.01% |
5 Year | - | 29.19% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 1.67% | 3.98% |
1 Year | 9.31% | 17.72% |
3 Year | 16.06% | 21.34% |
5 Year | - | 23.01% |
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 | 13.04% | 9.92% |
Sharp | 0.94% | 1.44% |
Beta | 0.94% | 0.73% |
Alpha | 3.46% | 7.47% |
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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