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) | ₹2228 Cr | ₹8790 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 | -0.02% | 0.26% |
| 6 Month | 0.52% | 0.54% |
| 1 Year | 8.38% | 11% |
| 3 Year | 18.67% | 15.29% |
| 5 Year | 19.02% | 16.01% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 0.63% | 0.56% |
| 1 Year | 7.09% | 9.4% |
| 3 Year | 13.09% | 11.63% |
| 5 Year | 15.82% | 12.95% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.38% | 10.08% |
| 3 Year | 21.66% | 14.92% |
| 5 Year | 21.11% | 16.69% |
Risk Management
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.59% | 12.15% |
| Sharp | 0.93% | 0.70% |
| Beta | 0.92% | 0.89% |
| Alpha | 2.82% | -0.07% |
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 | 6.18 | 8.33 |
| Large Cap | 85.74 | 61.27 |
| Small Cap | 3.59 | 10.96 |
| Mid Cap | 4.49 | 19.43 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.72 | 2.87 |
| Energy | 10.72 | 5.82 |
| Technology | 9.18 | 4.82 |
| Industrials | 9 | 7 |
| Basic Materials | 9.79 | 3.21 |
| Financial Services | 31.4 | 33.51 |
| Healthcare | 5.1 | 10.3 |
| Consumer Cyclical | 8.18 | 21.04 |
| Communication Services | 4.82 | 1.07 |
| Utilities | 6.16 | 7.01 |
| Consumer Defensive | 3.93 | 3.35 |
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