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) | ₹2120 Cr | ₹2552 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 | 2.15% | 3.6% |
6 Month | 11.32% | 14.24% |
1 Year | -5.3% | -5.25% |
3 Year | 18.14% | 14% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.01% | 3.79% |
1 Year | 6.9% | 9.67% |
3 Year | 16.38% | 14.06% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 17.98% | 14.04% |
3 Year | 23.3% | 15.12% |
5 Year | - | - |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.24% | 12.97% |
Sharp | 0.84% | 0.51% |
Beta | 0.94% | 0.91% |
Alpha | 3.70% | -0.55% |
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 | 7.63 | 5.8 |
Large Cap | 82.11 | 70.41 |
Small Cap | 6.03 | 2.1 |
Mid Cap | 4.22 | 21.69 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.02 | 1.8 |
Energy | 10.97 | 3.76 |
Technology | 7.88 | 9.04 |
Industrials | 4.32 | 12.35 |
Consumer Defensive | 7.38 | 7.55 |
Financial Services | 30.63 | 31.59 |
Healthcare | 4.65 | 6.04 |
Basic Materials | 9.79 | 6 |
Communication Services | 4.35 | 4.79 |
Utilities | 7.91 | 4.33 |
Consumer Cyclical | 11.09 | 10.46 |
Real Estate | - | 2.29 |
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