Mahindra Manulife Focused Fund vs SBI Focused Equity Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2232 Cr | ₹42773 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 08 Oct 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 68% | 12% |
| Expense Ratio | 2.02 | 1.57 |
| Manager | Krishna Sanghvi | Pradeep Kesavan |
| ISIN Code | INF174V01AD4 | INF200K01370 |
| 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 | SBI Focused Equity Fund - Regular Plan - 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 | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.02% | 2.19% |
| 6 Month | 3.01% | 9.07% |
| 1 Year | 2.89% | 12.09% |
| 3 Year | 17.92% | 17.49% |
| 5 Year | 21.17% | 17.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.6% | 5.85% |
| 1 Year | 12.64% | 23.35% |
| 3 Year | 15.24% | 18.22% |
| 5 Year | 16.96% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.01% | 15.84% |
| 3 Year | 22.41% | 15.42% |
| 5 Year | 22.2% | 16.84% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.84% | 10.68% |
| Sharp | 0.84% | 0.95% |
| Beta | 0.93% | 0.73% |
| Alpha | 2.78% | 3.86% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Name | Krishna Sanghvi | Pradeep Kesavan |
| Total AUM | ₹1343 Cr | ₹434274 Cr |
| Funds Managed | 2 | 43 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 7.13 | 29.25 |
| Large Cap | 84.1 | 36.62 |
| Small Cap | 4.35 | 5.92 |
| Mid Cap | 4.41 | 28.21 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.62 | 3.34 |
| Energy | 10.9 | - |
| Technology | 7.87 | 3.91 |
| Industrials | 7.23 | 1.81 |
| Consumer Defensive | 6.93 | 5.44 |
| Basic Materials | 9.91 | 9.56 |
| Financial Services | 31.1 | 31.82 |
| Healthcare | 4.77 | 3.17 |
| Communication Services | 4.22 | 12.93 |
| Utilities | 7.23 | 10.18 |
| Consumer Cyclical | 8.23 | 17.84 |
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