Mahindra Manulife Focused Equity Yojana-Reg(G)

15.05 -0.10 (-0.67%) NAV as on 27-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.989.5637.26NANA40.78
Category Avg-4.787.6927.9818.64NA17.52
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-6.328.9420.8116.7115.49-
NIFTY-6.048.6622.5016.6514.64-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202111.8213.00-1.5111.82

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202139.17628NA
20207.672529NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)29.7330-Oct-1429.9527.6118.8116.22
SBI Focused Equity Fund-Reg(G)233.4412-Oct-0433.5721.8818.4919.96
Sundaram Focused Fund(G)108.3217-Nov-0531.5721.516.5115.82
Nippon India Focused Equity Fund(G)77.6026-Dec-0637.1321.3215.1414.53
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.7745
Semi Standard Deviation [%]0.6112
Beta [%]0.9156
Sharp Ratio [%]0.5910
R-Square [%]0.9399
Expense Ratio [%]2.6000
AVG Ratio [%]0.0711
Other Ratios
Jenson Ratio [%]0.0613
Treynor Ratio [%]0.1271
Turnover Ratio [%]1.1600
FAMA Ratio [%]0.0805
SORTINO Ratio [%]0.0984

Return Calculator

MARKET STATS As on 27/01/2022 As on 27/01/2022

17110.15 (-0.97) 57276.94 (-1.00)

TOP GAINERS

Company Price Change Gain (%)
TV18 Broadcast58.509.7520.00
EmkayGlobal Finl.Ser129.2021.1519.57

TOP LOSERS

Company Price Change Loss (%)
Torrent Pharma2683.50-477.50-15.11
Zomato90.50-9.95-9.91

Portfolio Comparison

MUTUAL FUND ACTIVITY