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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) ₹2228 Cr ₹43173 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 -0.52% -1.68%
6 Month 2.59% 6.59%
1 Year 8.88% 14.17%
3 Year 19.58% 19.07%
5 Year 20.09% 16.89%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Fund - Regular Plan -Growth
6 Month 1.98% 3.99%
1 Year 10.02% 19.88%
3 Year 13.38% 16.89%
5 Year 16.05% 15.2%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Fund - Regular Plan -Growth
1 Year 15.28% 15.82%
3 Year 21.49% 15.47%
5 Year 20.98% 16.84%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Fund - Regular Plan -Growth
Standard Deviation 12.59% 10.49%
Sharp 0.93% 1.05%
Beta 0.92% 0.73%
Alpha 2.82% 4.02%

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 6.18 36.93
Large Cap 85.74 35.69
Small Cap 3.59 4.83
Mid Cap 4.49 22.55

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Fund - Regular Plan -Growth

Others 1.72 7.42
Energy 10.72 -
Technology 9.18 4.27
Industrials 9 1.61
Basic Materials 9.79 6.52
Financial Services 31.4 31.25
Healthcare 5.1 4.47
Consumer Cyclical 8.18 16.74
Communication Services 4.82 13.57
Utilities 6.16 9.37
Consumer Defensive 3.93 4.79

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