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) | ₹2120 Cr | ₹8420 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 | 3.22% | 3.07% |
6 Month | 11.94% | 17.45% |
1 Year | -4.46% | -0.77% |
3 Year | 19.42% | 14.57% |
5 Year | - | 21.89% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 2.01% | 3.57% |
1 Year | 6.9% | 12.92% |
3 Year | 16.38% | 14.38% |
5 Year | - | 15.26% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Year | 17.98% | 10.41% |
3 Year | 23.3% | 15.09% |
5 Year | - | 16.39% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 13.24% | 12.79% |
Sharp | 0.84% | 0.61% |
Beta | 0.94% | 0.91% |
Alpha | 3.70% | -0.65% |
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 | 6.25 | 4.81 |
Large Cap | 85.25 | 59.02 |
Small Cap | 4.55 | 13.69 |
Mid Cap | 3.95 | 22.48 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 0.79 | 4.81 |
Energy | 11.02 | 5.58 |
Technology | 8.27 | 4.98 |
Industrials | 6.55 | 11.22 |
Consumer Defensive | 7.78 | 2.41 |
Financial Services | 29.86 | 32.11 |
Healthcare | 4.27 | 10.62 |
Basic Materials | 8.41 | 3.29 |
Communication Services | 4.09 | 1.23 |
Utilities | 7.94 | 3.77 |
Consumer Cyclical | 11 | 19.99 |
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