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) | ₹2208 Cr | ₹8712 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 | 0.75% | 0.55% |
| 6 Month | 4.18% | 4.49% |
| 1 Year | 8.3% | 10.35% |
| 3 Year | 18.78% | 14.85% |
| 5 Year | 22.17% | 19.87% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 2.61% | 1.78% |
| 1 Year | 11.54% | 13.66% |
| 3 Year | 16.15% | 13.92% |
| 5 Year | 17.85% | 14.61% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 17.09% | 10.28% |
| 3 Year | 22.97% | 14.97% |
| 5 Year | - | 16.58% |
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% | 0.67% |
| Beta | 0.93% | 0.9% |
| Alpha | 3.08% | -1.29% |
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 | 7.13 | 3.71 |
| Large Cap | 84.1 | 62.2 |
| Small Cap | 4.35 | 12.85 |
| Mid Cap | 4.41 | 21.24 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.62 | 3.71 |
| Energy | 10.9 | 5.56 |
| Technology | 7.87 | 4.86 |
| Industrials | 7.23 | 10.6 |
| Consumer Defensive | 6.93 | 3.24 |
| Basic Materials | 9.91 | 3.31 |
| Financial Services | 31.1 | 34.14 |
| Healthcare | 4.77 | 10.38 |
| Communication Services | 4.22 | 1.28 |
| Utilities | 7.23 | 4.14 |
| Consumer Cyclical | 8.23 | 18.78 |
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