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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) ₹1884 Cr ₹7354 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Nov 2020 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 45%
Expense Ratio 2.02 1.82
Manager Krishna Sanghvi Dhaval Joshi
ISIN Code INF174V01AD4 INF209K01462
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 Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 3.87% 3.46%
6 Month -2.57% -2.86%
1 Year 7.53% 10.6%
3 Year 19.34% 15.17%
5 Year - 22.12%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 1.28% 0.22%
1 Year -3.34% -2.01%
3 Year 19.35% 15.25%
5 Year - 15.66%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 21.62% 12.97%
3 Year 23.95% 12.3%
5 Year - 13.39%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 13.605% 12.25%
Sharp 0.843% 0.46%
Beta 0.932% 0.89%
Alpha 3.938% -0.05%

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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
Funds Managed 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 1.44 1.63
Large Cap 86.96 84.34
Small Cap 5.26 1.58
Mid Cap 6.34 12.27

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 0.8 1.63
Energy 12.01 -
Technology 6.27 -
Industrials 4.05 -
Consumer Defensive 11.23 -
Basic Materials 11.55 -
Financial Services 32.67 -
Healthcare 4.73 -
Communication Services 3.94 -
Utilities 5.17 -
Consumer Cyclical 7.58 -
Petroleum Products - 5.47
IT - Software - 12.04
Construction - 4.3
Diversified FMCG - 1.49
Non - Ferrous Metals - 2.73
Banks - 21.41
Pharmaceuticals & Biotechnology - 2.93
Automobiles - 9.16
Insurance - 5.08
Agricultural Food & other Products - 2.47
Realty - 2.79
Consumer Durables - 3.87
Finance - 6.62
Telecom - Services - 5.53
Cement & Cement Products - 1.77
Power - 3.77
Retailing - 3.9
Beverages - 2.86

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