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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) | ₹2208 Cr | ₹1866 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 | 0.22% | 0.87% |
| 6 Month | 4.67% | 5.81% |
| 1 Year | 2.11% | -2.27% |
| 3 Year | 17.26% | 13.68% |
| 5 Year | 21.48% | 17.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.59% | 3.09% |
| 1 Year | 13.76% | 11.97% |
| 3 Year | 16.22% | 12.95% |
| 5 Year | 17.83% | 14.12% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.01% | 17.17% |
| 3 Year | 22.41% | 18.34% |
| 5 Year | 22.2% | 20.03% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.94% | 12.52% |
| Sharp | 0.92% | 0.65% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.08% | -0.40% |
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 | 7.13 | 10.53 |
| Large Cap | 84.1 | 67.26 |
| Small Cap | 4.35 | 11.11 |
| Mid Cap | 4.41 | 11.11 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.62 | 8.02 |
| Energy | 10.9 | 4.43 |
| Technology | 7.87 | 13.26 |
| Industrials | 7.23 | 9.24 |
| Consumer Defensive | 6.93 | 1.85 |
| Basic Materials | 9.91 | 5.98 |
| Financial Services | 31.1 | 27.81 |
| Healthcare | 4.77 | 12.23 |
| Communication Services | 4.22 | - |
| Utilities | 7.23 | 5.57 |
| Consumer Cyclical | 8.23 | 8.09 |
| Real Estate | - | 3.53 |
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