UTI Focused Fund vs Mahindra Manulife Focused Fund compare
Mahindra Manulife Focused Fund - Regular Plan - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹1884 Cr | ₹2563 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 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 | 1.98 |
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 | 5.82% | 5.11% |
6 Month | -9.75% | -12.28% |
1 Year | 5.45% | 4.39% |
3 Year | 17.28% | 13.64% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -2.32% | -3.75% |
1 Year | -7.28% | -8.97% |
3 Year | 18.85% | 13.31% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 21.62% | 17.01% |
3 Year | 23.95% | 14.5% |
5 Year | - | - |
Risk Management
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.605% | 13.63% |
Sharp | 0.843% | 0.547% |
Beta | 0.932% | 0.916% |
Alpha | 3.938% | 0.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 1.44 | 2.2 |
Large Cap | 86.96 | 74.03 |
Small Cap | 5.26 | 1.79 |
Mid Cap | 6.34 | 21.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 0.8 | 2.2 |
Energy | 12.01 | 2.9 |
Technology | 6.27 | 11.08 |
Industrials | 4.05 | 10.39 |
Consumer Defensive | 11.23 | 7.15 |
Basic Materials | 11.55 | 5.06 |
Financial Services | 32.67 | 32.25 |
Healthcare | 4.73 | 5.83 |
Communication Services | 3.94 | 5.15 |
Utilities | 5.17 | 4.04 |
Consumer Cyclical | 7.58 | 11.33 |
Real Estate | - | 2.62 |
Top Comparisons
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.28%
Kotak Equity Opportunities Fund - Growth
3Y Returns15.97%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns12.15%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns6.48%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns6.48%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns6.87%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.67%