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) | ₹2232 Cr | ₹26230 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 | -0.78% | -1.48% |
| 6 Month | 3.63% | 4.98% |
| 1 Year | 4.94% | 9.12% |
| 3 Year | 17.95% | 20.3% |
| 5 Year | 20.72% | 24.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 2.6% | 2.21% |
| 1 Year | 12.64% | 15.13% |
| 3 Year | 15.24% | 19.01% |
| 5 Year | 16.96% | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 15.73% | 14.87% |
| 3 Year | 22.3% | 13.34% |
| 5 Year | 21.76% | 12.39% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 12.84% | 9.72% |
| Sharp | 0.84% | 1.31% |
| Beta | 0.93% | 0.72% |
| Alpha | 2.78% | 6.50% |
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 | 7.22 | 15.92 |
| Large Cap | 84.49 | 68.6 |
| Small Cap | 3.8 | 11.69 |
| Mid Cap | 4.49 | 3.78 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 1.8 | 14.07 |
| Energy | 10.97 | - |
| Technology | 8.99 | 4.61 |
| Industrials | 9.35 | 5.1 |
| Consumer Defensive | 3.94 | - |
| Basic Materials | 9.45 | 2.05 |
| Financial Services | 31.47 | 40.05 |
| Healthcare | 5.29 | 6.7 |
| Consumer Cyclical | 7.2 | 20.38 |
| Communication Services | 4.61 | 2.4 |
| Utilities | 6.95 | 2.78 |
| Real Estate | - | 1.86 |
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