Mahindra Manulife Focused Fund vs INVESCO INDIA FOCUSED FUND compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2127 Cr | ₹4202 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 68% | 84% |
| Expense Ratio | 2.02 | 1.87 |
| Manager | Krishna Sanghvi | Hiten Jain |
| ISIN Code | INF174V01AD4 | INF205KA1189 |
| 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 | Invesco India Focused 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 | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | 3.54% | 1.19% |
| 6 Month | 5.59% | 5.03% |
| 1 Year | 4.21% | 0.65% |
| 3 Year | 19.04% | 22.31% |
| 5 Year | - | 22.95% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 0.26% | -1.86% |
| 1 Year | 5.14% | 2.17% |
| 3 Year | 13.91% | 20.15% |
| 5 Year | - | 19.01% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 17.09% | 15.81% |
| 3 Year | 22.97% | 21.67% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.94% | 14.74% |
| Sharp | 0.92% | 1.01% |
| Beta | 0.93% | 0.98% |
| Alpha | 3.08% | 5.66% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Krishna Sanghvi | Hiten Jain |
| Total AUM | ₹1343 Cr | ₹4078 Cr |
| Funds Managed | 2 | 4 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 7.33 | 7.3 |
| Large Cap | 84.42 | 55.59 |
| Small Cap | 4.13 | 16.8 |
| Mid Cap | 4.12 | 20.32 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 1.65 | 7.3 |
| Energy | 10.61 | - |
| Technology | 7.98 | 9.54 |
| Industrials | 7.01 | 31.58 |
| Consumer Defensive | 7.06 | 3.55 |
| Basic Materials | 9.68 | 2.85 |
| Financial Services | 31.77 | 20.46 |
| Healthcare | 4.21 | 10.82 |
| Communication Services | 4.13 | - |
| Utilities | 7.58 | - |
| Consumer Cyclical | 8.32 | 13.9 |
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