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Mahindra Manulife Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1884 Cr ₹34678 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 Equity Fund - Regular Plan -Growth
1 Month 1.32% 2.86%
6 Month -1.45% 2.05%
1 Year 3.42% 8.33%
3 Year 23.74% 19.07%
5 Year - 21.04%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
6 Month 6.24% 7.09%
1 Year 3.55% 11.2%
3 Year 19.25% 17.2%
5 Year - 16.02%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Year 19.2% 16.38%
3 Year 23.31% 15.32%
5 Year - 16.61%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 13.605% 12.03%
Sharp 0.843% 0.91%
Beta 0.932% 0.71%
Alpha 3.938% 1.58%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity 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 Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 1.44 16.74
Large Cap 86.96 45.61
Small Cap 5.26 7.62
Mid Cap 6.34 30.03

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 0.8 16.74
Energy 12.01 -
Technology 6.27 -
Industrials 4.05 -
Consumer Defensive 11.23 -
Basic Materials 11.55 -
Financial Services 32.67 -
Healthcare 4.73 -
Communication Services 3.94 -
Utilities 5.17 -
Consumer Cyclical 7.58 -
Telecom - Services - 5.49
Retailing - 1.79
Banks - 23.11
Automobiles - 3.24
Cement & Cement Products - 3.05
Auto Components - 7.6
Consumer Durables - 1.14
Electrical Equipment - 2.1
Personal Products - 3.76
Chemicals & Petrochemicals - 5.12
Pharmaceuticals & Biotechnology - 3.63
Finance - 9.08
Food Products - 2.26
Transport Infrastructure - 2.36
Textiles & Apparels - 2.4
Leisure Services - 4.14
Power - 2.99

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