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) | ₹2120 Cr | ₹1464 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 | 2.39% | 2.4% |
6 Month | 10.89% | 19.06% |
1 Year | -5.28% | -16.51% |
3 Year | 18.19% | 7.9% |
5 Year | - | 13.17% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 2.01% | 3.64% |
1 Year | 6.9% | 4.91% |
3 Year | 16.38% | 7.13% |
5 Year | - | 8.31% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 17.98% | 12.53% |
3 Year | 23.3% | 12.59% |
5 Year | - | 13.21% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 13.24% | 12.4% |
Sharp | 0.84% | 0.16% |
Beta | 0.94% | 1.11% |
Alpha | 3.70% | -7.44% |
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 | 7.63 | 15.9 |
Large Cap | 82.11 | 3.09 |
Small Cap | 6.03 | 43.05 |
Mid Cap | 4.22 | 37.96 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 1.02 | 2.71 |
Energy | 10.97 | - |
Technology | 7.88 | 23.87 |
Industrials | 4.32 | 16.72 |
Consumer Defensive | 7.38 | 4.48 |
Financial Services | 30.63 | 23.15 |
Healthcare | 4.65 | 4.12 |
Basic Materials | 9.79 | 3.46 |
Communication Services | 4.35 | 1.26 |
Utilities | 7.91 | 2.62 |
Consumer Cyclical | 11.09 | 15.59 |
Real Estate | - | 2.01 |
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