Tata 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 Tata 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 Tata Focused Equity Fund-Regular Plan-Growth
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1791 Cr ₹1848 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Nov 2020 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 32.33%
Expense Ratio 2.02 2.04
Manager Krishna Sanghvi Kapil Malhotra
ISIN Code INF174V01AD4 INF277K010Y2
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 Tata 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 Tata Focused Equity Fund-Regular Plan-Growth
1 Month 0.33% 1.5%
6 Month -0.23% 4.94%
1 Year 21.66% 18.26%
3 Year 19.92% 16.94%
5 Year - 18.4%

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 6.97% 13.26%
3 Year 23.36% 21.6%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 21.45% 23.17%
3 Year 24.35% 19.75%
5 Year - -

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.49% 12.55%
Sharp 1.36% 0.97%
Beta 0.91% 0.96%
Alpha 5.3% -0.29%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Name Krishna Sanghvi Kapil Malhotra
Total AUM ₹1343 Cr ₹18472 Cr
Fund Manage 2 7
Mahindra Manulife Focused Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 2.28 4.67
Large Cap 84.04 57.48
Small Cap 7.96 16.32
Mid Cap 5.72 21.53

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 2.28 4.67
Petroleum Products 7.22 -
IT - Software 9.28 -
Diversified FMCG 10.12 -
Non - Ferrous Metals 1.94 -
Banks 26.69 -
Pharmaceuticals & Biotechnology 5.11 -
Cement & Cement Products 5.57 -
Paper, Forest & Jute Products 2.06 -
Telecom - Services 3.73 -
Gas 3.34 -
Finance 2.1 -
Industrial Products 1.19 -
Automobiles 5.02 -
Oil 2.09 -
Agricultural Food & other Products 1.94 -
Leisure Services 1.18 -
Consumable Fuels 2.25 -
Power 2.99 -
Ferrous Metals 1.96 -
Beverages 1.94 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Insurance - 2.16
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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