SBI Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
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) | ₹1884 Cr | ₹34678 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 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 | 4.62% | 4.3% |
6 Month | -11.74% | -5.75% |
1 Year | 8.04% | 12.38% |
3 Year | 18.44% | 12.51% |
5 Year | - | 22.18% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | -1.89% | -0.39% |
1 Year | -6.81% | 0.61% |
3 Year | 18.82% | 14.7% |
5 Year | - | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 21.62% | 16.6% |
3 Year | 23.95% | 15.37% |
5 Year | - | 16.58% |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.605% | 12.03% |
Sharp | 0.843% | 0.34% |
Beta | 0.932% | 0.72% |
Alpha | 3.938% | -0.88% |
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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 |
Funds Managed | 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 | 1.44 | 25.53 |
Large Cap | 86.96 | 34.41 |
Small Cap | 5.26 | 8.08 |
Mid Cap | 6.34 | 31.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 0.8 | 5.98 |
Energy | 12.01 | - |
Technology | 6.27 | 3.42 |
Industrials | 4.05 | 5.11 |
Consumer Defensive | 11.23 | 6.43 |
Basic Materials | 11.55 | 7.64 |
Financial Services | 32.67 | 30.1 |
Healthcare | 4.73 | 8.04 |
Communication Services | 3.94 | 12.32 |
Utilities | 5.17 | 2.49 |
Consumer Cyclical | 7.58 | 18.47 |
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