SBI Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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

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tortoise-icon SBI 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 SBI Focused Equity Fund - Regular Plan -Growth
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1791 Cr ₹34941 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Nov 2020 08 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 68% 12%
Expense Ratio 2.02 1.57
Manager Krishna Sanghvi Pradeep Kesavan
ISIN Code INF174V01AD4 INF200K01370
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 SBI 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 SBI Focused Equity Fund - Regular Plan -Growth
1 Month -2.58% -1.59%
6 Month -7.78% -1.14%
1 Year 14.32% 15.42%
3 Year 17.22% 9.87%
5 Year - 15.58%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year -0.52% 8.93%
3 Year 20.67% 16.19%
5 Year - 16.95%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Year 21.45% 16.48%
3 Year 24.35% 15.47%
5 Year - 16.6%

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 12.49% 12.03%
Sharp 1.36% 0.24%
Beta 0.91% 0.74%
Alpha 5.3% -3.33%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
Name Krishna Sanghvi Pradeep Kesavan
Total AUM ₹1343 Cr ₹434274 Cr
Fund Manage 2 43
Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 2.28 17.81
Large Cap 84.04 43.99
Small Cap 7.96 5.92
Mid Cap 5.72 32.28

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 2.28 17.81
Petroleum Products 7.22 -
IT - Software 9.28 -
Diversified FMCG 10.12 -
Non - Ferrous Metals 1.94 -
Banks 26.69 18.18
Pharmaceuticals & Biotechnology 5.11 4.55
Cement & Cement Products 5.57 3.14
Paper, Forest & Jute Products 2.06 -
Telecom - Services 3.73 5.87
Gas 3.34 -
Finance 2.1 9.11
Industrial Products 1.19 -
Automobiles 5.02 3.22
Oil 2.09 -
Agricultural Food & other Products 1.94 -
Leisure Services 1.18 3.74
Consumable Fuels 2.25 -
Power 2.99 -
Ferrous Metals 1.96 -
Beverages 1.94 -
Retailing - 2.89
Auto Components - 6.41
Capital Markets - 0.08
Consumer Durables - 2.21
Transport Services - 0.42
Electrical Equipment - 2.96
Personal Products - 4.39
Chemicals & Petrochemicals - 4.1
Food Products - 2.8
Transport Infrastructure - 3.03
Textiles & Apparels - 2.35
Insurance - 2.74

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