Tata Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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Mahindra Manulife Focused Fund - Regular Plan - Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹1884 Cr	₹1739 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	17 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

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	-1.76%	-2.27%
6 Month	-11.24%	-11.02%
1 Year	5.66%	4.1%
3 Year	17.71%	13.38%
5 Year	-	16.12%

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-7.61%	-8.26%
3 Year	18.18%	13.65%
5 Year	-	17.01%

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	21.62%	22.62%
3 Year	23.95%	19.32%
5 Year	-	18.37%

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	13.605%	14.255%
Sharp	0.843%	0.518%
Beta	0.932%	0.995%
Alpha	3.938%	-0.625%

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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

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Others	2.28	2.62
Large Cap	84.04	56.27
Small Cap	7.96	25.04
Mid Cap	5.72	16.07

Scheme Name	Mahindra Manulife Focused Fund - Regular Plan - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Others	2.28	2.62
Petroleum Products	7.22	3.62
IT - Software	9.28	8.45
Diversified FMCG	10.12	-
Non - Ferrous Metals	1.94	-
Banks	26.69	22.3
Pharmaceuticals & Biotechnology	5.11	5.39
Cement & Cement Products	5.57	2.15
Paper, Forest & Jute Products	2.06	-
Telecom - Services	3.73	-
Gas	3.34	-
Finance	2.1	2.1
Industrial Products	1.19	-
Automobiles	5.02	-
Oil	2.09	-
Agricultural Food & other Products	1.94	-
Leisure Services	1.18	2.69
Consumable Fuels	2.25	-
Power	2.99	6.08
Ferrous Metals	1.96	-
Beverages	1.94	-
Auto Components	-	5.32
Construction	-	10.06
Healthcare Services	-	1.99
Insurance	-	1.94
Entertainment	-	2.22
Agricultural, Commercial & Construction Vehicles	-	3.01
Consumer Durables	-	5.43
Realty	-	2.3
Retailing	-	8.36
Commercial Services & Supplies	-	3.97