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) | ₹2232 Cr | ₹1521 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 | 0.02% | -2.51% |
| 6 Month | 3.01% | 0.84% |
| 1 Year | 2.89% | -7.73% |
| 3 Year | 17.92% | 8.17% |
| 5 Year | 21.17% | 9.48% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 2.6% | -0.38% |
| 1 Year | 12.64% | 10.87% |
| 3 Year | 15.24% | 6.16% |
| 5 Year | 16.96% | 7.53% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 16.01% | 11.53% |
| 3 Year | 22.41% | 12.45% |
| 5 Year | 22.2% | 13.03% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 17.51% |
| Sharp | 0.84% | 0.18% |
| Beta | 0.93% | 1.13% |
| Alpha | 2.78% | -6.64% |
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 | 7.13 | 30.73 |
| Large Cap | 84.1 | 9.43 |
| Small Cap | 4.35 | 30.92 |
| Mid Cap | 4.41 | 28.92 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 1.62 | 4.28 |
| Energy | 10.9 | - |
| Technology | 7.87 | 21.29 |
| Industrials | 7.23 | 13.7 |
| Consumer Defensive | 6.93 | 4.19 |
| Basic Materials | 9.91 | 9.79 |
| Financial Services | 31.1 | 22.79 |
| Healthcare | 4.77 | 3.47 |
| Communication Services | 4.22 | 3.08 |
| Utilities | 7.23 | 2.82 |
| Consumer Cyclical | 8.23 | 14.59 |
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