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) | ₹2127 Cr | ₹1467 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 | 3.54% | 3.59% |
| 6 Month | 5.59% | 14.16% |
| 1 Year | 4.21% | -5.61% |
| 3 Year | 19.04% | 9% |
| 5 Year | - | 12.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 0.26% | -0.31% |
| 1 Year | 5.14% | 6.91% |
| 3 Year | 13.91% | 5.87% |
| 5 Year | - | 7.43% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 17.09% | 12.17% |
| 3 Year | 22.97% | 12.54% |
| 5 Year | - | 13.15% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 12.94% | 17.51% |
| Sharp | 0.92% | 0.21% |
| Beta | 0.93% | 1.12% |
| Alpha | 3.08% | -6.97% |
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 | 7.33 | 29.47 |
| Large Cap | 84.42 | 8.6 |
| Small Cap | 4.13 | 30.32 |
| Mid Cap | 4.12 | 31.61 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 1.65 | 11.8 |
| Energy | 10.61 | - |
| Technology | 7.98 | 27.68 |
| Industrials | 7.01 | 13.01 |
| Consumer Defensive | 7.06 | 4.02 |
| Basic Materials | 9.68 | 6.82 |
| Financial Services | 31.77 | 9.56 |
| Healthcare | 4.21 | 4 |
| Communication Services | 4.13 | 2.52 |
| Utilities | 7.58 | 2.91 |
| Consumer Cyclical | 8.32 | 17.68 |
| Real Estate | - | 0 |
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