SBI Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2228 Cr | ₹43173 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 08 Oct 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 68% | 12% |
| Expense Ratio | 2.02 | 1.57 |
| Manager | Krishna Sanghvi | Pradeep Kesavan |
| ISIN Code | INF174V01AD4 | INF200K01370 |
| 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 | SBI Focused Equity Fund - Regular Plan - 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 | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -0.52% | -1.68% |
| 6 Month | 2.59% | 6.59% |
| 1 Year | 8.88% | 14.17% |
| 3 Year | 19.58% | 19.07% |
| 5 Year | 20.09% | 16.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.98% | 3.99% |
| 1 Year | 10.02% | 19.88% |
| 3 Year | 13.38% | 16.89% |
| 5 Year | 16.05% | 15.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.28% | 15.82% |
| 3 Year | 21.49% | 15.47% |
| 5 Year | 20.98% | 16.84% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.59% | 10.49% |
| Sharp | 0.93% | 1.05% |
| Beta | 0.92% | 0.73% |
| Alpha | 2.82% | 4.02% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Name | Krishna Sanghvi | Pradeep Kesavan |
| Total AUM | ₹1343 Cr | ₹434274 Cr |
| Funds Managed | 2 | 43 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 6.18 | 36.93 |
| Large Cap | 85.74 | 35.69 |
| Small Cap | 3.59 | 4.83 |
| Mid Cap | 4.49 | 22.55 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.72 | 7.42 |
| Energy | 10.72 | - |
| Technology | 9.18 | 4.27 |
| Industrials | 9 | 1.61 |
| Basic Materials | 9.79 | 6.52 |
| Financial Services | 31.4 | 31.25 |
| Healthcare | 5.1 | 4.47 |
| Consumer Cyclical | 8.18 | 16.74 |
| Communication Services | 4.82 | 13.57 |
| Utilities | 6.16 | 9.37 |
| Consumer Defensive | 3.93 | 4.79 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.08%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.02%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Quant Multi Cap Fund-Growth
3Y Returns10.76%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.9%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.12%
ICICI Prudential MidCap Fund - Growth
3Y Returns23.39%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns26.5%