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) | ₹2186 Cr | ₹2673 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 | 1.59% | 0.89% |
6 Month | 7.58% | 6.18% |
1 Year | -1.25% | -0.7% |
3 Year | 23.48% | 17.82% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 6.37% | 6.21% |
1 Year | 7.27% | 5.41% |
3 Year | 19.38% | 14.92% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 19.2% | 15.34% |
3 Year | 23.31% | 14.49% |
5 Year | - | - |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.33% | 13.89% |
Sharp | 1.23% | 0.93% |
Beta | 0.90% | 0.94% |
Alpha | 3.68% | -0.46% |
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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 | 9.64 | 5.78 |
Large Cap | 79.71 | 70.13 |
Small Cap | 6.78 | 2.12 |
Mid Cap | 3.87 | 21.96 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.06 | 1.67 |
Energy | 11.64 | 4.02 |
Technology | 8.09 | 9.18 |
Industrials | 4.26 | 11.19 |
Consumer Defensive | 7.62 | 7.4 |
Basic Materials | 9.81 | 5.81 |
Financial Services | 27.02 | 31.62 |
Healthcare | 4.29 | 5.57 |
Communication Services | 4.94 | 4.87 |
Utilities | 8.15 | 4.36 |
Consumer Cyclical | 12.13 | 11.97 |
Real Estate | - | 2.34 |
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