UTI Focused 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 UTI Focused Fund- Regular Plan - Growth Option

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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 UTI Focused Fund- Regular Plan - Growth Option
Fund Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1791 Cr ₹2687 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Nov 2020 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 68% 39.82%
Expense Ratio 2.02 1.95
Manager Krishna Sanghvi Deepesh Agarwal
ISIN Code INF174V01AD4 INF789F1AUY5
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 UTI Focused 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 UTI Focused Fund- Regular Plan - Growth Option
1 Month 0.33% 0.32%
6 Month -0.23% -1.21%
1 Year 21.66% 14.9%
3 Year 19.92% 14.09%
5 Year - -

SIP Return Analysis

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 6.97% 5.8%
3 Year 23.36% 17.94%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 21.45% 17.21%
3 Year 24.35% 16.74%
5 Year - -

Risk Management

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 12.49% 12.68%
Sharp 1.36% 0.81%
Beta 0.91% 0.83%
Alpha 5.3% -1.27%

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Fund Managers

Scheme Name Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option
Name Krishna Sanghvi Deepesh Agarwal
Total AUM ₹1343 Cr ₹35015 Cr
Fund Manage 2 9
Mahindra Manulife Focused Fund - Regular Plan - Growth UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 2.28 1.75
Large Cap 84.04 79.14
Small Cap 7.96 -
Mid Cap 5.72 19.08

Sector Allocation

Scheme Name

Mahindra Manulife Focused Fund - Regular Plan - Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 2.28 1.68
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 -
Financial - 26.46
Energy - 6
Materials - 3.76
Technology - 9.05
Healthcare - 5.64
Metals & Mining - 1.84
Consumer Staples - 6.27
Automobile - 9.01
Capital Goods - 8.13
Services - 10.12
Construction - 3.34
Communication - 4.28
Chemicals - 1.9
Insurance - 2.49

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