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) | ₹2127 Cr | ₹2579 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 | 3.54% | 2.87% |
| 6 Month | 5.59% | 6.35% |
| 1 Year | 4.21% | 3.28% |
| 3 Year | 19.04% | 14.89% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.21% | 0.14% |
| 1 Year | 5.12% | 5.86% |
| 3 Year | 13.79% | 11.32% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.09% | 13.43% |
| 3 Year | 22.97% | 14.81% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 12.84% |
| Sharp | 0.94% | 0.60% |
| Beta | 0.94% | 0.92% |
| Alpha | 3.46% | -0.86% |
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 | 7.33 | 8.76 |
| Large Cap | 84.42 | 67.97 |
| Small Cap | 4.13 | 2.19 |
| Mid Cap | 4.12 | 21.09 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.65 | 3.33 |
| Energy | 10.61 | 3.89 |
| Technology | 7.98 | 8.84 |
| Industrials | 7.01 | 11.7 |
| Consumer Defensive | 7.06 | 6.55 |
| Basic Materials | 9.68 | 5.93 |
| Financial Services | 31.77 | 31.28 |
| Healthcare | 4.21 | 5.71 |
| Communication Services | 4.13 | 4.7 |
| Utilities | 7.58 | 4.34 |
| Consumer Cyclical | 8.32 | 11.31 |
| Real Estate | - | 2.41 |
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