Mahindra Manulife Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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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 HDFC Focused 30 Fund - GROWTH PLAN
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1791 Cr ₹14968 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Nov 2020 17 Sep 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 24.96%
Expense Ratio 2.02 1.68
Manager Krishna Sanghvi Dhruv Muchhal
ISIN Code INF174V01AD4 INF179K01574
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 HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN
1 Month 0.33% 0.33%
6 Month -0.23% 4.79%
1 Year 21.66% 24.32%
3 Year 19.92% 24.72%
5 Year - 22.51%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN
6 Month - -
1 Year 6.97% 16.25%
3 Year 23.36% 26.46%
5 Year - 27.92%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN
1 Year 21.45% 15.41%
3 Year 24.35% 12.4%
5 Year - 11.56%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN
Standard Deviation 12.49% 11.38%
Sharp 1.36% 1.69%
Beta 0.91% 0.77%
Alpha 5.3% 9.33%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN
Name Krishna Sanghvi Dhruv Muchhal
Total AUM ₹1343 Cr ₹520687 Cr
Fund Manage 2 40
Mahindra Manulife Focused Fund - Regular Plan - Growth HDFC Focused 30 Fund - GROWTH PLAN

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

HDFC Focused 30 Fund - GROWTH PLAN

Others 2.28 13.27
Large Cap 84.04 66.47
Small Cap 7.96 16.75
Mid Cap 5.72 3.51

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

HDFC Focused 30 Fund - GROWTH PLAN

Others 2.28 13.27
Petroleum Products 7.22 -
IT - Software 9.28 4.63
Diversified FMCG 10.12 -
Non - Ferrous Metals 1.94 -
Banks 26.69 35.37
Pharmaceuticals & Biotechnology 5.11 7.92
Cement & Cement Products 5.57 -
Paper, Forest & Jute Products 2.06 -
Telecom - Services 3.73 3.79
Gas 3.34 -
Finance 2.1 -
Industrial Products 1.19 -
Automobiles 5.02 8.52
Oil 2.09 -
Agricultural Food & other Products 1.94 -
Leisure Services 1.18 3.01
Consumable Fuels 2.25 -
Power 2.99 -
Ferrous Metals 1.96 1.74
Beverages 1.94 1.45
Realty - 4.2
Agricultural, Commercial & Construction Vehicles - 1.33
Aerospace & Defense - 0.57
Electrical Equipment - 1.31
Healthcare Services - 4.36
Insurance - 4.55
Consumer Durables - 1.7
Auto Components - 2.28

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