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Tata Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2120 Cr | ₹1813 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 32.33% |
| Expense Ratio | 2.02 | 2.04 |
| Manager | Krishna Sanghvi | Kapil Malhotra |
| ISIN Code | INF174V01AD4 | INF277K010Y2 |
| 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 | Tata 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.81% | 1.92% |
| 6 Month | 12.03% | 15.85% |
| 1 Year | -4.88% | -5.45% |
| 3 Year | 19.28% | 15.81% |
| 5 Year | - | 19.84% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.01% | 3.9% |
| 1 Year | 6.9% | 8.22% |
| 3 Year | 16.38% | 13.85% |
| 5 Year | - | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.98% | 19.73% |
| 3 Year | 23.3% | 18.87% |
| 5 Year | - | 21.71% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.24% | 13.13% |
| Sharp | 0.84% | 0.62% |
| Beta | 0.94% | 0.93% |
| Alpha | 3.70% | 0.77% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Krishna Sanghvi | Kapil Malhotra |
| Total AUM | ₹1343 Cr | ₹18472 Cr |
| Funds Managed | 2 | 7 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.63 | 9.79 |
| Large Cap | 82.11 | 56.53 |
| Small Cap | 6.03 | 18.27 |
| Mid Cap | 4.22 | 15.42 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.02 | 9.79 |
| Energy | 10.97 | 4.24 |
| Technology | 7.88 | 13.58 |
| Industrials | 4.32 | 7.99 |
| Consumer Defensive | 7.38 | 1.93 |
| Financial Services | 30.63 | 26.76 |
| Healthcare | 4.65 | 15.33 |
| Basic Materials | 9.79 | 2.36 |
| Communication Services | 4.35 | - |
| Utilities | 7.91 | 6.83 |
| Consumer Cyclical | 11.09 | 9.41 |
| Real Estate | - | 1.78 |
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