SBI Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1884 Cr | ₹34678 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 Equity Fund - Regular Plan -Growth |
---|---|---|
1 Month | 2.88% | 2.07% |
6 Month | -1.8% | -0.06% |
1 Year | 5.36% | 9.36% |
3 Year | 19.57% | 13.8% |
5 Year | - | 20.57% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | 2.16% | 2.86% |
1 Year | -2.93% | 3.76% |
3 Year | 19.65% | 15.99% |
5 Year | - | 15.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 21.62% | 16.6% |
3 Year | 23.95% | 15.37% |
5 Year | - | 16.58% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.605% | 12.03% |
Sharp | 0.843% | 0.39% |
Beta | 0.932% | 0.73% |
Alpha | 3.938% | -0.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 1.44 | 23.8 |
Large Cap | 86.96 | 38.05 |
Small Cap | 5.26 | 8.33 |
Mid Cap | 6.34 | 29.82 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 0.8 | 5.74 |
Energy | 12.01 | - |
Technology | 6.27 | 4.32 |
Industrials | 4.05 | 5.04 |
Consumer Defensive | 11.23 | 6.57 |
Basic Materials | 11.55 | 6.93 |
Financial Services | 32.67 | 31.96 |
Healthcare | 4.73 | 7.85 |
Communication Services | 3.94 | 9.72 |
Utilities | 5.17 | 2.68 |
Consumer Cyclical | 7.58 | 19.18 |
Top Comparisons
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns20.08%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns21.93%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns23.43%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.56%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.21%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.83%