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) ₹1551 Cr ₹35030 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2020 01 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 68% 12%
Expense Ratio 2.04 1.57
Manager Krishna Sanghvi Pradeep Kesavan
ISIN Code INF174V01AD4 INF200K01370
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Month 0.93% 3.85%
6 Month 20.63% 18.49%
1 Year 53.27% 25.91%
3 Year 24.43% 12.07%
5 Year - 19.77%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 21.37% 14.6%
3 Year 49.74% 29.99%
5 Year 61.86% 60.67%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Year 22.77% 19.8%
3 Year 62.32% 45.89%
5 Year 67.21% 65.97%

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% 0.56%
Beta 0.91% 0.69%
Alpha 5.3% -0.54%

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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 2.99 26.1
Large Cap 76.53 36.81
Small Cap 7.3 1.26
Mid Cap 13.21 35.83

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 2.99 8.42
Energy 14.38 -
Technology 8.11 -
Consumer Staples 15.57 7.5
Metals & Mining 4.3 -
Healthcare 4.7 9.13
Materials 7.18 2.95
Financial 27.44 32.95
Chemicals 1.2 5.32
Communication 4.52 9.67
Capital Goods 1.73 -
Automobile 6.18 3.64
Services 1.73 13.09
Consumer Discretionary - 1.99
Textiles - 2.04
Insurance - 3.3

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