Mahindra Manulife Focused Fund vs Nippon India Focused Equity Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2208 Cr | ₹8712 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 26 Dec 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 68% | 59% |
| Expense Ratio | 2.02 | 1.84 |
| Manager | Krishna Sanghvi | Vinay Sharma |
| ISIN Code | INF174V01AD4 | INF204K01GE7 |
| 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 | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 0.89% | 0.94% |
| 6 Month | 4.87% | 3.75% |
| 1 Year | 2.05% | 4.7% |
| 3 Year | 17.53% | 13.6% |
| 5 Year | 21.63% | 18.83% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 3.48% | 3.11% |
| 1 Year | 13.56% | 15.92% |
| 3 Year | 15.57% | 13.58% |
| 5 Year | 17.25% | 14.13% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 16.01% | 10.2% |
| 3 Year | 22.41% | 14.92% |
| 5 Year | 22.2% | 16.62% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.50% |
| Sharp | 0.84% | 0.59% |
| Beta | 0.93% | 0.90% |
| Alpha | 2.78% | -0.42% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Vinay Sharma |
| Total AUM | ₹1343 Cr | ₹14183 Cr |
| Funds Managed | 2 | 3 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 7.13 | 3.68 |
| Large Cap | 84.1 | 62.21 |
| Small Cap | 4.35 | 15.62 |
| Mid Cap | 4.41 | 18.49 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.62 | 3.68 |
| Energy | 10.9 | - |
| Technology | 7.87 | - |
| Industrials | 7.23 | - |
| Consumer Defensive | 6.93 | - |
| Basic Materials | 9.91 | - |
| Financial Services | 31.1 | - |
| Healthcare | 4.77 | - |
| Communication Services | 4.22 | - |
| Utilities | 7.23 | - |
| Consumer Cyclical | 8.23 | - |
| Petroleum Products | - | 5.56 |
| IT - Software | - | 4.86 |
| Finance | - | 7.82 |
| Banks | - | 24.42 |
| Cement & Cement Products | - | 3.31 |
| Leisure Services | - | 5.61 |
| Pharmaceuticals & Biotechnology | - | 5.78 |
| Entertainment | - | 1.28 |
| Beverages | - | 3.24 |
| Electrical Equipment | - | 3.6 |
| Retailing | - | 11.16 |
| Healthcare Services | - | 2.77 |
| Diversified | - | 2.56 |
| Transport Services | - | 2.63 |
| Auto Components | - | 3.86 |
| Industrial Manufacturing | - | 1.82 |
| Capital Markets | - | 1.9 |
| Power | - | 4.14 |
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