Aditya Birla Sun Life Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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 Risk | Very High Risk |
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 | -1.76% | -1.69% |
6 Month | -11.24% | -7.42% |
1 Year | 5.66% | 6.34% |
3 Year | 17.71% | 12.53% |
5 Year | - | 14.69% |
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 | -7.61% | -4.86% |
3 Year | 18.18% | 13.98% |
5 Year | - | 15.85% |
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% | 0.48% |
Beta | 0.932% | 0.92% |
Alpha | 3.938% | -0.92% |
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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 | 5.17 |
Large Cap | 84.04 | 79.66 |
Small Cap | 7.96 | 2.27 |
Mid Cap | 5.72 | 12.51 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 2.28 | 5.17 |
Petroleum Products | 7.22 | 4.8 |
IT - Software | 9.28 | 12.49 |
Diversified FMCG | 10.12 | 1.61 |
Non - Ferrous Metals | 1.94 | 1.7 |
Banks | 26.69 | 23.64 |
Pharmaceuticals & Biotechnology | 5.11 | 4.3 |
Cement & Cement Products | 5.57 | 1.74 |
Paper, Forest & Jute Products | 2.06 | - |
Telecom - Services | 3.73 | 5.39 |
Gas | 3.34 | - |
Finance | 2.1 | 4.67 |
Industrial Products | 1.19 | - |
Automobiles | 5.02 | 7.91 |
Oil | 2.09 | - |
Agricultural Food & other Products | 1.94 | 2.05 |
Leisure Services | 1.18 | - |
Consumable Fuels | 2.25 | - |
Power | 2.99 | 4.59 |
Ferrous Metals | 1.96 | - |
Beverages | 1.94 | 2.9 |
Construction | - | 4.42 |
Insurance | - | 5.47 |
Realty | - | 2.5 |
Consumer Durables | - | 4.26 |
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