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) | ₹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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