Mahindra Manulife Focused Fund vs Tata Focused Equity Fund compare

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

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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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 Tata Focused Equity Fund-Regular Plan-Growth
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1551 Cr ₹1816 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2020 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 32.33%
Expense Ratio 2.04 2.04
Manager Krishna Sanghvi Kapil Malhotra
ISIN Code INF174V01AD4 INF277K010Y2
Exits Load Exit load of 1% if redeemed within 3 months./365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month 0.93% 2.98%
6 Month 20.63% 18.2%
1 Year 53.27% 40.74%
3 Year 24.43% 19.04%
5 Year - -

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 21.37% 14.36%
3 Year 49.74% 35.49%
5 Year 61.86% 64.44%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 22.77% 24.31%
3 Year 62.32% 54.89%
5 Year 67.21% 73.86%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.49% 12.55%
Sharp 1.36% 0.97%
Beta 0.91% 0.96%
Alpha 5.3% -0.29%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Name Krishna Sanghvi Kapil Malhotra
Total AUM ₹1343 Cr ₹18472 Cr
Fund Manage 2 7
Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Large Cap 76.53 57.48
Mid Cap 13.21 21.53
Others 2.99 4.67
Small Cap 7.3 16.32

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Financial 27.44 26.79
Energy 14.38 12.19
Consumer Staples 15.57 -
Communication 4.52 -
Materials 7.18 4.98
Technology 8.11 9.76
Automobile 6.18 8.46
Others 2.99 4.67
Healthcare 4.7 7.47
Metals & Mining 4.3 -
Services 1.73 12.47
Capital Goods 1.73 5.91
Chemicals 1.2 -
Construction - 5.14
Insurance - 2.16

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