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) | ₹2127 Cr | ₹38917 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 | 3.54% | 3.94% |
| 6 Month | 5.59% | 11.1% |
| 1 Year | 4.21% | 11.68% |
| 3 Year | 19.04% | 16.25% |
| 5 Year | - | 20.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.21% | 1.79% |
| 1 Year | 5.12% | 12.06% |
| 3 Year | 13.79% | 14.94% |
| 5 Year | - | 14% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 17.09% | 16.06% |
| 3 Year | 22.97% | 15.34% |
| 5 Year | - | 16.74% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.04% | 12.03% |
| Sharp | 0.94% | 0.86% |
| Beta | 0.94% | 0.7% |
| Alpha | 3.46% | 1.7% |
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 | 7.33 | 20.81 |
| Large Cap | 84.42 | 42.86 |
| Small Cap | 4.13 | 7.11 |
| Mid Cap | 4.12 | 29.22 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.65 | 4.56 |
| Energy | 10.61 | - |
| Technology | 7.98 | 3.78 |
| Industrials | 7.01 | 4.4 |
| Consumer Defensive | 7.06 | 5.43 |
| Basic Materials | 9.68 | 9.75 |
| Financial Services | 31.77 | 31.11 |
| Healthcare | 4.21 | 2.59 |
| Communication Services | 4.13 | 12.47 |
| Utilities | 7.58 | 5.59 |
| Consumer Cyclical | 8.32 | 20.32 |
Top Comparisons
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns0%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns17.88%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.37%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.39%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.17%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.55%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.75%