Mahindra Manulife Focused Fund vs Tata Focused Equity Fund compare

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Mahindra Manulife Focused Fund - Regular Plan - Growth

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Tata Focused 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	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)	₹2127 Cr	₹1819 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

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Fund-Regular Plan-Growth
1 Month	0.78%	-
6 Month	6.12%	8.47%
1 Year	-0.73%	-3%
3 Year	20.08%	16.69%
5 Year	-	19.81%

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	0.89%	1.5%
1 Year	8.04%	7.95%
3 Year	15.54%	12.63%
5 Year	-	13.98%

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	17.09%	18.6%
3 Year	22.97%	18.64%
5 Year	-	20.38%

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	13.04%	12.87%
Sharp	0.94%	0.73%
Beta	0.94%	0.93%
Alpha	3.46%	0.66%

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

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Fund-Regular Plan-Growth
Others	7.33	9.03
Large Cap	84.42	58.64
Small Cap	4.13	15.38
Mid Cap	4.12	16.95

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Fund-Regular Plan-Growth
Others	1.65	6.62
Energy	10.61	4.17
Technology	7.98	14.36
Industrials	7.01	10.69
Consumer Defensive	7.06	1.94
Basic Materials	9.68	2.36
Financial Services	31.77	26.1
Healthcare	4.21	16.76
Communication Services	4.13	-
Utilities	7.58	6.34
Consumer Cyclical	8.32	8.37
Real Estate	-	2.29