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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) ₹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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