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) | ₹2112 Cr | ₹37122 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 | 3.47% | 3.22% |
6 Month | 4.15% | 6.71% |
1 Year | 0.86% | 8.07% |
3 Year | 24.01% | 19.37% |
5 Year | - | 20.6% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 7.7% | 9.38% |
1 Year | 8.42% | 17.67% |
3 Year | 19.84% | 18.48% |
5 Year | - | 16.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused 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 Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.72% | 12.03% |
Sharp | 1.03% | 0.91% |
Beta | 0.90% | 0.71% |
Alpha | 3.92% | 1.58% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.35 | 17.24 |
Large Cap | 84.5 | 45.43 |
Small Cap | 7.25 | 7.82 |
Mid Cap | 3.9 | 29.51 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 2.39 | 17.24 |
Energy | 11.66 | - |
Technology | 7.41 | - |
Industrials | 4.42 | - |
Consumer Defensive | 8.88 | - |
Basic Materials | 10.74 | - |
Financial Services | 27.75 | - |
Healthcare | 4.32 | - |
Communication Services | 4.52 | - |
Utilities | 5.95 | - |
Consumer Cyclical | 11.97 | - |
Telecom - Services | - | 5.29 |
Retailing | - | 1.78 |
Banks | - | 22.38 |
Automobiles | - | 3.02 |
Cement & Cement Products | - | 2.95 |
Auto Components | - | 8.24 |
Consumer Durables | - | 1.18 |
Electrical Equipment | - | 2.1 |
Personal Products | - | 3.48 |
Chemicals & Petrochemicals | - | 5.64 |
Pharmaceuticals & Biotechnology | - | 3.38 |
Finance | - | 9.61 |
Food Products | - | 2.34 |
Transport Infrastructure | - | 2.7 |
Textiles & Apparels | - | 2.37 |
Leisure Services | - | 3.71 |
Power | - | 2.59 |
Top Comparisons
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns31.31%
Quant Mid Cap Fund-Growth
3Y Returns25.32%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns7%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.17%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.5%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.5%