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UTI Focused Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2232 Cr | ₹2638 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 39.82% |
| Expense Ratio | 2.02 | 1.98 |
| Manager | Krishna Sanghvi | Deepesh Agarwal |
| ISIN Code | INF174V01AD4 | INF789F1AUY5 |
| 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 | UTI Focused 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 | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.95% | -1.13% |
| 6 Month | 2.7% | 1.54% |
| 1 Year | 3.57% | 2.44% |
| 3 Year | 18.03% | 14.69% |
| 5 Year | 20.62% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.6% | 2.02% |
| 1 Year | 12.64% | 11.97% |
| 3 Year | 15.24% | 12.4% |
| 5 Year | 16.96% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.73% | 13.43% |
| 3 Year | 22.3% | 14.81% |
| 5 Year | 21.76% | - |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.89% |
| Sharp | 0.84% | 0.62% |
| Beta | 0.93% | 0.94% |
| Alpha | 2.78% | -0.10% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Deepesh Agarwal |
| Total AUM | ₹1343 Cr | ₹35015 Cr |
| Funds Managed | 2 | 9 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.22 | 8.79 |
| Large Cap | 84.49 | 67.74 |
| Small Cap | 3.8 | 2.09 |
| Mid Cap | 4.49 | 21.37 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.8 | 1.84 |
| Energy | 10.97 | 5.05 |
| Technology | 8.99 | 11.17 |
| Industrials | 9.35 | 13.03 |
| Consumer Defensive | 3.94 | 3.04 |
| Basic Materials | 9.45 | 5.85 |
| Financial Services | 31.47 | 31.94 |
| Healthcare | 5.29 | 5.93 |
| Consumer Cyclical | 7.2 | 13.72 |
| Communication Services | 4.61 | 3.98 |
| Utilities | 6.95 | 1.8 |
| Real Estate | - | 2.63 |
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