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Mahindra Manulife Focused Fund vs Tata Focused Equity Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2228 Cr | ₹1859 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 32.33% |
| Expense Ratio | 2.02 | 2.04 |
| Manager | Krishna Sanghvi | Kapil Malhotra |
| ISIN Code | INF174V01AD4 | INF277K010Y2 |
| 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 | Tata 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.53% | -3.54% |
| 6 Month | -0.12% | -0.67% |
| 1 Year | 7.3% | 5.02% |
| 3 Year | 17.81% | 13.72% |
| 5 Year | 18.92% | 14.71% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.63% | -0.31% |
| 1 Year | 7.09% | 6.96% |
| 3 Year | 13.09% | 10.14% |
| 5 Year | 15.82% | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.28% | 16.63% |
| 3 Year | 21.49% | 18.12% |
| 5 Year | 20.98% | 19.84% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.49% | 12.55% |
| Sharp | 0.99% | 0.72% |
| Beta | 0.92% | 0.91% |
| Alpha | 2.52% | -0.98% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Krishna Sanghvi | Kapil Malhotra |
| Total AUM | ₹1343 Cr | ₹18472 Cr |
| Funds Managed | 2 | 7 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.18 | 8.24 |
| Large Cap | 85.74 | 70.39 |
| Small Cap | 3.59 | 9.88 |
| Mid Cap | 4.49 | 11.49 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.72 | 6.5 |
| Energy | 10.72 | 4.7 |
| Technology | 9.18 | 10.42 |
| Industrials | 9 | 9.64 |
| Basic Materials | 9.79 | 7.44 |
| Financial Services | 31.4 | 26.48 |
| Healthcare | 5.1 | 13.16 |
| Consumer Cyclical | 8.18 | 11.25 |
| Communication Services | 4.82 | 0.83 |
| Utilities | 6.16 | 5.58 |
| Consumer Defensive | 3.93 | 1.25 |
| Real Estate | - | 2.74 |
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