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SBI Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2137 Cr ₹37936 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 -1.19% -0.33%
6 Month 7.88% 9.73%
1 Year -3.33% 7.07%
3 Year 19.2% 14.67%
5 Year - 18.95%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Fund - Regular Plan -Growth
6 Month 0.7% 3.33%
1 Year -0.04% 8.38%
3 Year 15.52% 15.3%
5 Year - 14.58%

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 13.22% 12.03%
Sharp 0.98% 0.92%
Beta 0.93% 0.69%
Alpha 3.54% 1.81%

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 7.63 21.43
Large Cap 82.11 40.48
Small Cap 6.03 7.3
Mid Cap 4.22 30.8

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Fund - Regular Plan -Growth

Others 1.02 5.91
Energy 10.97 -
Technology 7.88 4
Industrials 4.32 4.92
Consumer Defensive 7.38 5.55
Financial Services 30.63 31.27
Healthcare 4.65 3.08
Basic Materials 9.79 10.48
Communication Services 4.35 11.51
Utilities 7.91 2.42
Consumer Cyclical 11.09 20.85

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