Mahindra Manulife Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹3707 Cr | ₹2186 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 17 Nov 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 68% |
Expense Ratio | 1.9 | 2.02 |
Manager | Arjun Khanna | Krishna Sanghvi |
ISIN Code | INF174KA1EK3 | INF174V01AD4 |
Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.3% | -2.4% |
6 Month | 10.63% | 6.13% |
1 Year | 0.48% | -4.36% |
3 Year | 16.25% | 20.52% |
5 Year | 20.04% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.38% | 2.8% |
1 Year | 9.07% | 2.21% |
3 Year | 16.15% | 17.74% |
5 Year | 15.97% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.08% | 19.2% |
3 Year | 17.15% | 23.31% |
5 Year | 19.33% | - |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.95% | 13.33% |
Sharp | 0.99% | 1.23% |
Beta | 0.90% | 0.90% |
Alpha | 0.05% | 3.68% |
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Fund Managers
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Krishna Sanghvi |
Total AUM | ₹169639 Cr | ₹1343 Cr |
Funds Managed | 24 | 2 |
Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.27 | 9.64 |
Large Cap | 75 | 79.71 |
Mid Cap | 17.08 | 3.87 |
Small Cap | 2.66 | 6.78 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.36 | 2.06 |
Energy | 3.88 | 11.64 |
Technology | 10.33 | 8.09 |
Industrials | 19.8 | 4.26 |
Financial Services | 27.76 | 27.02 |
Healthcare | 6.79 | 4.29 |
Consumer Defensive | 2.21 | 7.62 |
Utilities | 5.67 | 8.15 |
Consumer Cyclical | 13.33 | 12.13 |
Communication Services | 5.85 | 4.94 |
Basic Materials | 3.03 | 9.81 |
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