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) | ₹2232 Cr | ₹4801 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 | 0.02% | -3.2% |
| 6 Month | 3.01% | -3.96% |
| 1 Year | 2.89% | -8.5% |
| 3 Year | 17.92% | 20.51% |
| 5 Year | 21.17% | 19.18% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.6% | -4.83% |
| 1 Year | 12.64% | -1.29% |
| 3 Year | 15.24% | 16.35% |
| 5 Year | 16.96% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 16.01% | 14.83% |
| 3 Year | 22.41% | 21.96% |
| 5 Year | 22.2% | 22.52% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.84% | 14.79% |
| Sharp | 0.84% | 0.97% |
| Beta | 0.93% | 0.99% |
| Alpha | 2.78% | 5.81% |
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 | 7.13 | 9.95 |
| Large Cap | 84.1 | 58.49 |
| Small Cap | 4.35 | 14.1 |
| Mid Cap | 4.41 | 17.47 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 1.62 | 6.14 |
| Energy | 10.9 | - |
| Technology | 7.87 | 9.76 |
| Industrials | 7.23 | 30.25 |
| Consumer Defensive | 6.93 | 3.55 |
| Basic Materials | 9.91 | - |
| Financial Services | 31.1 | 23.44 |
| Healthcare | 4.77 | 9.73 |
| Communication Services | 4.22 | - |
| Utilities | 7.23 | - |
| Consumer Cyclical | 8.23 | 14.14 |
| Real Estate | - | 2.99 |
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