Edelweiss Focused Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2232 Cr | ₹1041 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Nov 2020 | 01 Aug 2022 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 68% | 49% |
| Expense Ratio | 2.02 | 2.24 |
| Manager | Krishna Sanghvi | Trideep Bhattacharya |
| ISIN Code | INF174V01AD4 | INF754K01OL0 |
| 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 | Edelweiss 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 | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.18% | 1.2% |
| 6 Month | 2.32% | 2.75% |
| 1 Year | 7.96% | 4.15% |
| 3 Year | 19.33% | 18.73% |
| 5 Year | 19.74% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.91% | 4.19% |
| 1 Year | 13.73% | 14.86% |
| 3 Year | 15.14% | 14.68% |
| 5 Year | 16.98% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.4% | 21.32% |
| 3 Year | 21.72% | 16.65% |
| 5 Year | 21.2% | - |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.49% | 10.83% |
| Sharp | 0.91% | 0.82% |
| Beta | 0.92% | 0.95% |
| Alpha | 2.49% | 1.15% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Krishna Sanghvi | Trideep Bhattacharya |
| Total AUM | ₹1343 Cr | ₹0 Cr |
| Funds Managed | 2 | 9 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.22 | 1.7 |
| Large Cap | 84.49 | 75.37 |
| Small Cap | 3.8 | 2.09 |
| Mid Cap | 4.49 | 20.84 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.8 | 1.7 |
| Energy | 10.97 | - |
| Technology | 8.99 | - |
| Industrials | 9.35 | - |
| Consumer Defensive | 3.94 | - |
| Basic Materials | 9.45 | - |
| Financial Services | 31.47 | - |
| Healthcare | 5.29 | - |
| Consumer Cyclical | 7.2 | - |
| Communication Services | 4.61 | - |
| Utilities | 6.95 | - |
| Petroleum Products | - | 6.45 |
| IT - Software | - | 8.47 |
| Construction | - | 5.74 |
| Retailing | - | 3.73 |
| Healthcare Services | - | 2.96 |
| Banks | - | 19.68 |
| Ferrous Metals | - | 3.88 |
| Automobiles | - | 5.92 |
| Finance | - | 9.56 |
| Agricultural Food & other Products | - | 3.96 |
| Electrical Equipment | - | 0.95 |
| Aerospace & Defense | - | 2.43 |
| Consumer Durables | - | 6.48 |
| Financial Technology (Fintech) | - | 2.65 |
| Cement & Cement Products | - | 3.16 |
| Realty | - | 1.37 |
| Pharmaceuticals & Biotechnology | - | 2.51 |
| Power | - | 2.93 |
| Industrial Products | - | 3.38 |
| Auto Components | - | 2.09 |
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