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 | -0.95% | -1.37% |
| 6 Month | 2.7% | 2.29% |
| 1 Year | 3.57% | 5.32% |
| 3 Year | 18.03% | 13.81% |
| 5 Year | 20.62% | 17.66% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 2.6% | 2.33% |
| 1 Year | 12.64% | 15.35% |
| 3 Year | 15.24% | 13.48% |
| 5 Year | 16.96% | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.73% | 10.1% |
| 3 Year | 22.3% | 14.89% |
| 5 Year | 21.76% | 16.65% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.79% |
| Sharp | 0.84% | 0.66% |
| Beta | 0.93% | 0.9% |
| Alpha | 2.78% | -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 | 7.22 | 7.41 |
| Large Cap | 84.49 | 61.42 |
| Small Cap | 3.8 | 11.41 |
| Mid Cap | 4.49 | 19.76 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.8 | 4.64 |
| Energy | 10.97 | 5.75 |
| Technology | 8.99 | 5.01 |
| Industrials | 9.35 | 9.79 |
| Consumer Defensive | 3.94 | 3.26 |
| Basic Materials | 9.45 | 3.08 |
| Financial Services | 31.47 | 32.96 |
| Healthcare | 5.29 | 10.43 |
| Consumer Cyclical | 7.2 | 20.04 |
| Communication Services | 4.61 | 1.11 |
| Utilities | 6.95 | 3.93 |
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