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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) | ₹2127 Cr | ₹1819 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 | 3.54% | 2.14% |
| 6 Month | 5.59% | 7.01% |
| 1 Year | 4.21% | 0.78% |
| 3 Year | 19.04% | 14.82% |
| 5 Year | - | 20.13% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.26% | 0.6% |
| 1 Year | 5.14% | 4.99% |
| 3 Year | 13.91% | 11.14% |
| 5 Year | - | 13.08% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.09% | 18.6% |
| 3 Year | 22.97% | 18.64% |
| 5 Year | - | 20.38% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.94% | 12.52% |
| Sharp | 0.92% | 0.65% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.08% | -0.40% |
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 | 7.33 | 9.03 |
| Large Cap | 84.42 | 58.64 |
| Small Cap | 4.13 | 15.38 |
| Mid Cap | 4.12 | 16.95 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.65 | 6.62 |
| Energy | 10.61 | 4.17 |
| Technology | 7.98 | 14.36 |
| Industrials | 7.01 | 10.69 |
| Consumer Defensive | 7.06 | 1.94 |
| Basic Materials | 9.68 | 2.36 |
| Financial Services | 31.77 | 26.1 |
| Healthcare | 4.21 | 16.76 |
| Communication Services | 4.13 | - |
| Utilities | 7.58 | 6.34 |
| Consumer Cyclical | 8.32 | 8.37 |
| Real Estate | - | 2.29 |
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