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 | -1.05% | 0.62% |
| 6 Month | 1.17% | 7.38% |
| 1 Year | 6.33% | 15.17% |
| 3 Year | 19.1% | 18.63% |
| 5 Year | 20.61% | 16.95% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.46% | 6.25% |
| 1 Year | 10.21% | 22.87% |
| 3 Year | 14.61% | 18.27% |
| 5 Year | 16.84% | 15.99% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.73% | 15.8% |
| 3 Year | 22.3% | 15.44% |
| 5 Year | 21.76% | 16.84% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.84% | 12.03% |
| Sharp | 0.84% | 1.03% |
| Beta | 0.93% | 0.73% |
| Alpha | 2.78% | 3.76% |
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 | 7.22 | 31.97 |
| Large Cap | 84.49 | 35.96 |
| Small Cap | 3.8 | 4.93 |
| Mid Cap | 4.49 | 27.14 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.8 | 4.43 |
| Energy | 10.97 | - |
| Technology | 8.99 | 4.3 |
| Industrials | 9.35 | 1.57 |
| Consumer Defensive | 3.94 | 4.95 |
| Basic Materials | 9.45 | 9.26 |
| Financial Services | 31.47 | 31.7 |
| Healthcare | 5.29 | 4.23 |
| Consumer Cyclical | 7.2 | 16.55 |
| Communication Services | 4.61 | 13.54 |
| Utilities | 6.95 | 9.47 |
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