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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) ₹1884 Cr ₹1739 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 17 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 2.02 2.04
Manager Krishna Sanghvi Kapil Malhotra
ISIN Code INF174V01AD4 INF277K010Y2
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 Tata Focused Equity Fund - Regular Plan - 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 Tata Focused Equity Fund-Regular Plan-Growth
1 Month 5.82% 3.54%
6 Month -9.75% -12.81%
1 Year 5.45% 2.29%
3 Year 17.28% 12.06%
5 Year - 25.97%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month -2.32% -7.34%
1 Year -7.28% -12.21%
3 Year 18.85% 12.86%
5 Year - 15.85%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 21.62% 22.62%
3 Year 23.95% 19.32%
5 Year - 18.37%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 13.605% 14.255%
Sharp 0.843% 0.518%
Beta 0.932% 0.995%
Alpha 3.938% -0.625%

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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
Funds Managed 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

Others 1.44 4.77
Large Cap 86.96 58.06
Small Cap 5.26 20.69
Mid Cap 6.34 16.49

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 0.8 4.77
Energy 12.01 4.04
Technology 6.27 12.7
Industrials 4.05 13.18
Consumer Defensive 11.23 -
Basic Materials 11.55 2.32
Financial Services 32.67 28.27
Healthcare 4.73 7.4
Communication Services 3.94 1.99
Utilities 5.17 6.35
Consumer Cyclical 7.58 16.91
Real Estate - 2.06

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