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 | 3.27% | 2.91% |
6 Month | -1.31% | -3.65% |
1 Year | 6.7% | 6.95% |
3 Year | 19.45% | 15.26% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.16% | 1.58% |
1 Year | -2.93% | -4.55% |
3 Year | 19.65% | 14.42% |
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% |
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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 |
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 |
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