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 | 3.1% | 1.95% |
6 Month | 3.06% | 3.84% |
1 Year | 6% | 10.98% |
3 Year | 22.37% | 16.52% |
5 Year | - | 22.18% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | 6.25% | 4.74% |
1 Year | 5.01% | 8.03% |
3 Year | 21.22% | 16.84% |
5 Year | - | 15.95% |
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% | 0.65% |
Beta | 0.932% | 0.72% |
Alpha | 3.938% | 0.76% |
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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 | 18.92 |
Large Cap | 86.96 | 44.17 |
Small Cap | 5.26 | 8.17 |
Mid Cap | 6.34 | 28.74 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 0.8 | 18.92 |
Energy | 12.01 | - |
Technology | 6.27 | - |
Industrials | 4.05 | - |
Consumer Defensive | 11.23 | - |
Basic Materials | 11.55 | - |
Financial Services | 32.67 | - |
Healthcare | 4.73 | - |
Communication Services | 3.94 | - |
Utilities | 5.17 | - |
Consumer Cyclical | 7.58 | - |
Telecom - Services | - | 5.14 |
Retailing | - | 1.98 |
Banks | - | 21.69 |
Automobiles | - | 3.19 |
Cement & Cement Products | - | 3.2 |
Auto Components | - | 7.34 |
Consumer Durables | - | 1.15 |
Electrical Equipment | - | 2.37 |
Personal Products | - | 3.67 |
Finance | - | 9.39 |
Chemicals & Petrochemicals | - | 4.47 |
Pharmaceuticals & Biotechnology | - | 3.77 |
Food Products | - | 2.46 |
Transport Infrastructure | - | 2.35 |
Textiles & Apparels | - | 2.3 |
Leisure Services | - | 3.66 |
Power | - | 2.95 |
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