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UTI Focused Fund vs Mahindra Manulife Focused Fund compare

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.82% 0.73%
6 Month 5.06% 5.59%
1 Year 3.21% 2.6%
3 Year 18.29% 14.28%
5 Year - -

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month 2.48% 1.64%
1 Year 10.75% 10.11%
3 Year 15.47% 12.55%
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 12.94% 12.89%
Sharp 0.92% 0.64%
Beta 0.93% 0.93%
Alpha 3.08% -0.48%

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 7.66
Large Cap 84.42 68.68
Small Cap 4.13 2.13
Mid Cap 4.12 21.52

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 1.65 1.61
Energy 10.61 4.14
Technology 7.98 9.82
Industrials 7.01 14.4
Consumer Defensive 7.06 6.04
Basic Materials 9.68 6.28
Financial Services 31.77 31.44
Healthcare 4.21 5.86
Communication Services 4.13 5.02
Utilities 7.58 1.85
Consumer Cyclical 8.32 10.99
Real Estate - 2.55

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