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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) ₹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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