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) | ₹2120 Cr | ₹37764 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 | 3.22% | 3.83% |
6 Month | 11.94% | 15.28% |
1 Year | -4.46% | 6.24% |
3 Year | 19.42% | 15.37% |
5 Year | - | 19.51% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 2.01% | 4.48% |
1 Year | 6.9% | 14.96% |
3 Year | 16.38% | 16.76% |
5 Year | - | 15.2% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Year | 17.98% | 16.19% |
3 Year | 23.3% | 15.37% |
5 Year | - | 16.68% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.24% | 12.03% |
Sharp | 0.84% | 0.8% |
Beta | 0.94% | 0.69% |
Alpha | 3.70% | 2.01% |
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 | 6.25 | 19.63 |
Large Cap | 85.25 | 43.07 |
Small Cap | 4.55 | 7.58 |
Mid Cap | 3.95 | 29.73 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 0.79 | 2.82 |
Energy | 11.02 | - |
Technology | 8.27 | 4.51 |
Industrials | 6.55 | 4.39 |
Consumer Defensive | 7.78 | 5.36 |
Financial Services | 29.86 | 30.7 |
Healthcare | 4.27 | 2.87 |
Basic Materials | 8.41 | 10.42 |
Communication Services | 4.09 | 12.29 |
Utilities | 7.94 | 5.34 |
Consumer Cyclical | 11 | 21.29 |
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