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HSBC Focused FundMahIndra Manulife Focused Fund
| Metric | 53 HSBC Focused HSBC Hold | 77 MahIndra Manulife Focused Mahindra Manulife Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 6.6%BEST | 2.5% | |
3Y return ↑ higher is better | 14.7% | 16.3%BEST | |
5Y return ↑ higher is better | 14.6% | 16.8%BEST | |
Since launch ↑ higher is better | 19.3% | 21.3%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +5.5%BEST | +1.4% | |
3Y vs index fund minus its own index | +2.8% | +4.5%BEST | |
5Y vs index fund minus its own index | +2.2% | +4.5%BEST | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.65 | 0.87BEST | |
Sortino ratio ↑ higher is better | 0.72 | 0.97BEST | |
Std deviation ↓ lower is better | 16.89 | 14.67BEST | |
Alpha ↑ higher is better | 1.56 | 4.57BEST | |
Beta ≈1 moves with the market | 1.02 | 0.89 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 1.06% | 0.60%BEST | |
Fund size ↑ higher is better | ₹1.7k Cr | ₹2.2k CrBEST | |
Portfolio P/E ↓ lower is better | 30.57 | 18.39BEST | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★ | ★★★★★BEST | |
Morningstar 1–5 stars | ★★★★★ | ★★★★★BEST | |
| Details | |||
Fund manager | Neelotpal Sahai, Sonal Gupta | Krishna Sanghavi, Fatema Pacha | |
Benchmark | Nifty 500 TRI | Nifty 500 TRI | |
Riskometer | Very High | Very High | |
Start date | 22 Jul 2020 | 17 Nov 2020 | |
Returns
1Y return
6.6%BEST
2.5%
3Y return
14.7%
16.3%BEST
5Y return
14.6%
16.8%BEST
3Y vs index· vs own category index
+2.8%
+4.5%BEST
Risk
Sharpe· ↑ better
0.65
0.87BEST
Sortino· ↑ better
0.72
0.97BEST
Std deviation· ↓ better
16.89
14.67BEST
Alpha· ↑ better
1.56
4.57BEST
Beta· ≈1 market-like
1.02
0.89
Cost & facts
Expense· ↓ better
1.06%
0.60%BEST
P/E· ↓ cheaper
30.6
18.4BEST
AUM
₹1.7k Cr
₹2.2k CrBEST
VR rating
★★★★★
★★★★★BEST
Morningstar
★★★★★
★★★★★BEST
Start date
22 Jul 2020
17 Nov 2020