Nippon India Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2232 Cr | ₹8887 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 26 Dec 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 68% | 59% |
| Expense Ratio | 2.02 | 1.84 |
| Manager | Krishna Sanghvi | Vinay Sharma |
| ISIN Code | INF174V01AD4 | INF204K01GE7 |
| 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 | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 1.34% | 0.95% |
| 6 Month | 2.68% | 3.29% |
| 1 Year | 6.4% | 8.63% |
| 3 Year | 19.1% | 15.51% |
| 5 Year | 20.61% | 17.73% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 3.91% | 3.6% |
| 1 Year | 13.73% | 16.16% |
| 3 Year | 15.14% | 13.56% |
| 5 Year | 16.98% | 14.03% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.4% | 10.07% |
| 3 Year | 21.72% | 14.91% |
| 5 Year | 21.2% | 16.69% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 12.79% |
| Sharp | 0.91% | 0.66% |
| Beta | 0.92% | 0.9% |
| Alpha | 2.49% | -0.75% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Vinay Sharma |
| Total AUM | ₹1343 Cr | ₹14183 Cr |
| Funds Managed | 2 | 3 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.78 | 4.64 |
| Large Cap | 91.84 | 64.2 |
| Small Cap | 3.8 | 14.33 |
| Mid Cap | 2.58 | 16.83 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.78 | 4.64 |
| Petroleum Products | 6.92 | 5.75 |
| IT - Software | 8.99 | 5.01 |
| Construction | 5.09 | - |
| Non - Ferrous Metals | 1.38 | - |
| Banks | 25.91 | 23.27 |
| Pharmaceuticals & Biotechnology | 5.29 | 5.59 |
| Cement & Cement Products | 6.17 | 3.08 |
| Automobiles | 4.34 | - |
| Telecom - Services | 4.61 | - |
| Gas | 2.31 | - |
| Finance | 5.55 | 7.68 |
| Diversified FMCG | 3.94 | - |
| Electrical Equipment | 1.57 | 2.83 |
| Oil | 1.96 | - |
| Consumable Fuels | 2.09 | - |
| Transport Services | 2.22 | 2.7 |
| Consumer Durables | 1.6 | - |
| Power | 3.07 | 3.93 |
| Transport Infrastructure | 2.04 | - |
| Ferrous Metals | 1.91 | - |
| Retailing | 1.26 | 10.72 |
| Leisure Services | - | 4.95 |
| Entertainment | - | 1.11 |
| Agricultural, Commercial & Construction Vehicles | - | 2.76 |
| Beverages | - | 3.26 |
| Healthcare Services | - | 2.92 |
| Diversified | - | 2.53 |
| Auto Components | - | 3.52 |
| Industrial Manufacturing | - | 1.73 |
| Capital Markets | - | 2.02 |
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