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) | ₹2120 Cr | ₹958 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 | 2.31% | 2.24% |
6 Month | 10.28% | 11.88% |
1 Year | -3.7% | -2.48% |
3 Year | 19.5% | 17.4% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.01% | 3.35% |
1 Year | 6.9% | 8.15% |
3 Year | 16.38% | 15.88% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.98% | 26.4% |
3 Year | 23.3% | 17.39% |
5 Year | - | - |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.24% | 13.16% |
Sharp | 0.84% | 0.69% |
Beta | 0.94% | 0.94% |
Alpha | 3.70% | 1.70% |
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 | 6.25 | 8.65 |
Large Cap | 85.25 | 68.96 |
Small Cap | 4.55 | - |
Mid Cap | 3.95 | 22.39 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 0.79 | 2.43 |
Energy | 11.02 | 6.07 |
Technology | 8.27 | 11.69 |
Industrials | 6.55 | 11.45 |
Consumer Defensive | 7.78 | 4.36 |
Financial Services | 29.86 | 32.48 |
Healthcare | 4.27 | 3.84 |
Basic Materials | 8.41 | 6.82 |
Communication Services | 4.09 | - |
Utilities | 7.94 | 3.19 |
Consumer Cyclical | 11 | 16.16 |
Real Estate | - | 1.51 |
Top Comparisons
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.48%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.37%
Kotak Large & Midcap Fund - Growth
3Y Returns18.99%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.95%
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
Aditya Birla Sun Life Silver ETF FOF-Regular Growth
3Y Returns29.88%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.61%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.01%