Motilal Oswal Focused 25 Fund (MOF25) vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2228 Cr | ₹1513 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Nov 2020 | 13 May 2013 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 70% |
| Expense Ratio | 2.02 | 2.15 |
| Manager | Krishna Sanghvi | Rakesh Shetty |
| ISIN Code | INF174V01AD4 | INF247L01155 |
| 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 | Motilal Oswal Focused Fund - 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 | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Month | -0.52% | -2.77% |
| 6 Month | 2.59% | -2.47% |
| 1 Year | 8.88% | 6.07% |
| 3 Year | 19.58% | 10.59% |
| 5 Year | 20.09% | 8.81% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | -2.08% | -5.06% |
| 1 Year | 0.67% | -2.8% |
| 3 Year | 11.26% | 2.04% |
| 5 Year | 14.9% | 5.41% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 15.28% | 11.27% |
| 3 Year | 21.49% | 12.43% |
| 5 Year | 20.98% | 12.92% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 12.4% |
| Sharp | 0.99% | 0.3% |
| Beta | 0.92% | 1.13% |
| Alpha | 2.52% | -7.01% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Rakesh Shetty |
| Total AUM | ₹1343 Cr | ₹33886 Cr |
| Funds Managed | 2 | 19 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 6.18 | 38.36 |
| Large Cap | 85.74 | 13.03 |
| Small Cap | 3.59 | 24.5 |
| Mid Cap | 4.49 | 24.11 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 1.72 | 3.44 |
| Energy | 10.72 | - |
| Technology | 9.18 | 19.65 |
| Industrials | 9 | 13.17 |
| Basic Materials | 9.79 | 6.54 |
| Financial Services | 31.4 | 23.43 |
| Healthcare | 5.1 | 4.12 |
| Consumer Cyclical | 8.18 | 19.47 |
| Communication Services | 4.82 | 3.5 |
| Utilities | 6.16 | 2.3 |
| Consumer Defensive | 3.93 | 4.38 |
Top Comparisons
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.96%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns19.43%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.41%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.41%
Kotak Credit Risk Fund - Growth
3Y Returns7.53%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns11.83%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.3%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.26%