Mahindra Manulife Focused Fund vs HSBC Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹2120 Cr | ₹1647 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 | 2.39% | 2.23% |
6 Month | 10.89% | 19.26% |
1 Year | -5.28% | -1.2% |
3 Year | 18.19% | 15.77% |
5 Year | - | 19.94% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 2.01% | 4.65% |
1 Year | 6.9% | 10.64% |
3 Year | 16.38% | 15.59% |
5 Year | - | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 17.98% | 17.78% |
3 Year | 23.3% | 18.03% |
5 Year | - | 20.39% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.24% | 14.57% |
Sharp | 0.84% | 0.62% |
Beta | 0.94% | 1.00% |
Alpha | 3.70% | 1.10% |
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 | 7.63 | 13.32 |
Large Cap | 82.11 | 41.24 |
Small Cap | 6.03 | 18.77 |
Mid Cap | 4.22 | 26.67 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1.02 | 4.82 |
Energy | 10.97 | 2.86 |
Technology | 7.88 | 7.55 |
Industrials | 4.32 | 14.91 |
Consumer Defensive | 7.38 | 2.99 |
Financial Services | 30.63 | 39.67 |
Healthcare | 4.65 | 9.44 |
Basic Materials | 9.79 | 4.37 |
Communication Services | 4.35 | - |
Utilities | 7.91 | - |
Consumer Cyclical | 11.09 | 13.4 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.43%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17%
HDFC Technology Fund - Regular (G)
3Y Returns0%
SBI Technology Opportunities Fund Regular Growth
3Y Returns17.82%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns24%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.05%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.37%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.08%