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Mahindra Manulife Focused Fund vs HSBC Focused Fund compare

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2127 Cr ₹1656 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Nov 2020 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 95%
Expense Ratio 2.02 2.09
Manager Krishna Sanghvi Cheenu Gupta
ISIN Code INF174V01AD4 INF336L01PE6
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 HSBC Focused Fund - Regular Plan - 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 HSBC Focused Fund - Regular Growth
1 Month 1.82% 0.16%
6 Month 5.06% 9.52%
1 Year 3.21% 0.37%
3 Year 18.29% 15.43%
5 Year - 18.19%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth
6 Month 2.48% 1.56%
1 Year 10.75% 10.73%
3 Year 15.47% 13.93%
5 Year - 14.29%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth
1 Year 17.09% 16.69%
3 Year 22.97% 17.82%
5 Year - 19.88%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth
Standard Deviation 12.94% 14.21%
Sharp 0.92% 0.67%
Beta 0.93% 0.99%
Alpha 3.08% 0.20%

Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth
Name Krishna Sanghvi Cheenu Gupta
Total AUM ₹1343 Cr ₹0 Cr
Funds Managed 2 9
Mahindra Manulife Focused Fund - Regular Plan - Growth HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

HSBC Focused Fund - Regular Growth

Others 7.33 11.63
Large Cap 84.42 45.82
Small Cap 4.13 17.03
Mid Cap 4.12 25.52

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

HSBC Focused Fund - Regular Growth

Others 1.65 3.13
Energy 10.61 2.89
Technology 7.98 7.77
Industrials 7.01 18.17
Consumer Defensive 7.06 5.21
Basic Materials 9.68 2.56
Financial Services 31.77 34.76
Healthcare 4.21 9.43
Communication Services 4.13 -
Utilities 7.58 -
Consumer Cyclical 8.32 16.08

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