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) | ₹2120 Cr | ₹7265 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 | 2.39% | 0.71% |
6 Month | 10.89% | 16.1% |
1 Year | -5.28% | -0.66% |
3 Year | 18.19% | 23.27% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 2.01% | 3.43% |
1 Year | 6.9% | 9.94% |
3 Year | 16.38% | 24.56% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 17.98% | 16.72% |
3 Year | 23.3% | 21.22% |
5 Year | - | - |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 13.24% | 14.98% |
Sharp | 0.84% | 1.00% |
Beta | 0.94% | 0.99% |
Alpha | 3.70% | 7.17% |
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 | 7.63 | 2.78 |
Large Cap | 82.11 | 60.09 |
Small Cap | 6.03 | 12.89 |
Mid Cap | 4.22 | 24.24 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 1.02 | 2.78 |
Energy | 10.97 | - |
Technology | 7.88 | 13.54 |
Industrials | 4.32 | 30.66 |
Consumer Defensive | 7.38 | 3.89 |
Financial Services | 30.63 | 21.5 |
Healthcare | 4.65 | 10.34 |
Basic Materials | 9.79 | 3.18 |
Communication Services | 4.35 | - |
Utilities | 7.91 | - |
Consumer Cyclical | 11.09 | 14.11 |
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