Nippon India Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2127 Cr | ₹8464 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Nov 2020 | 26 Dec 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 68% | 59% |
| Expense Ratio | 2.02 | 1.84 |
| Manager | Krishna Sanghvi | Vinay Sharma |
| ISIN Code | INF174V01AD4 | INF204K01GE7 |
| 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 | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 3.54% | 2.36% |
| 6 Month | 5.59% | 7.49% |
| 1 Year | 4.21% | 4.61% |
| 3 Year | 19.04% | 14.11% |
| 5 Year | - | 22.6% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 0.21% | -0.26% |
| 1 Year | 5.12% | 8.33% |
| 3 Year | 13.79% | 11.77% |
| 5 Year | - | 13.41% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 17.09% | 10.22% |
| 3 Year | 22.97% | 14.95% |
| 5 Year | - | 16.49% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.94% | 12.79% |
| Sharp | 0.92% | 0.69% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.08% | -0.87% |
Fund Managers
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Krishna Sanghvi | Vinay Sharma |
| Total AUM | ₹1343 Cr | ₹14183 Cr |
| Funds Managed | 2 | 3 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 7.33 | 4.89 |
| Large Cap | 84.42 | 61.37 |
| Small Cap | 4.13 | 12.89 |
| Mid Cap | 4.12 | 20.85 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.65 | 4.89 |
| Energy | 10.61 | 5.58 |
| Technology | 7.98 | 4.86 |
| Industrials | 7.01 | 10.88 |
| Consumer Defensive | 7.06 | 3.08 |
| Basic Materials | 9.68 | 3.25 |
| Financial Services | 31.77 | 33.01 |
| Healthcare | 4.21 | 10.35 |
| Communication Services | 4.13 | 1.17 |
| Utilities | 7.58 | 3.9 |
| Consumer Cyclical | 8.32 | 19.03 |
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