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) | ₹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 | 3.54% | 1.8% |
| 6 Month | 5.59% | 11.05% |
| 1 Year | 4.21% | 1.77% |
| 3 Year | 19.04% | 16.1% |
| 5 Year | - | 19.65% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.26% | 0.97% |
| 1 Year | 5.14% | 8.79% |
| 3 Year | 13.91% | 13.45% |
| 5 Year | - | 14.07% |
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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