Aditya Birla Sun Life Focused Equity 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 Aditya Birla Sun Life Focused Equity Fund -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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1551 Cr ₹7642 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2020 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 45%
Expense Ratio 2.04 1.82
Manager Krishna Sanghvi Dhaval Joshi
ISIN Code INF174V01AD4 INF209K01462
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -7.27% -5.74%
6 Month 2.24% 8.79%
1 Year 32.06% 28.76%
3 Year 17.79% 12.4%
5 Year - 16.53%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 18% 20.93%
3 Year 25.86% 21.14%
5 Year - 20.03%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 21.45% 12.77%
3 Year 24.35% 12.19%
5 Year - 13.25%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.49% 12.25%
Sharp 1.36% 0.57%
Beta 0.91% 0.93%
Alpha 5.3% -0.96%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Krishna Sanghvi Dhaval Joshi
Total AUM ₹1343 Cr ₹361932 Cr
Fund Manage 2 55
Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 2.28 3.32
Large Cap 84.04 82.9
Small Cap 7.96 1.84
Mid Cap 5.72 11.95

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 2.28 2.93
Petroleum Products 7.22 -
IT - Software 9.28 -
Diversified FMCG 10.12 -
Non - Ferrous Metals 1.94 -
Banks 26.69 -
Pharmaceuticals & Biotechnology 5.11 -
Cement & Cement Products 5.57 -
Paper, Forest & Jute Products 2.06 -
Telecom - Services 3.73 -
Gas 3.34 -
Finance 2.1 -
Industrial Products 1.19 -
Automobiles 5.02 -
Oil 2.09 -
Agricultural Food & other Products 1.94 -
Leisure Services 1.18 -
Consumable Fuels 2.25 -
Power 2.99 -
Ferrous Metals 1.96 -
Beverages 1.94 -
Communication - 5.74
Energy - 9.17
Technology - 10.52
Materials - 3.82
Construction - 9.13
Consumer Staples - 6.37
Financial - 33.34
Healthcare - 4.04
Automobile - 8.17
Insurance - 2.78
Consumer Discretionary - 4

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