HDFC Non vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
HDFC Non-Cyclical Consumer Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹563 Cr | ₹1095 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Nov 2018 | 12 Jul 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | 123% | % |
| Expense Ratio | 2.37 | 2.3 |
| Manager | Abhinav Khandelwal | Dhruv Muchhal |
| ISIN Code | INF174V01630 | INF179KC1GR6 |
| Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.21% | -2.53% |
| 6 Month | 4.63% | 2.03% |
| 1 Year | -1.05% | -0.77% |
| 3 Year | 14.81% | - |
| 5 Year | 16.43% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.73% | -1.26% |
| 1 Year | 9.21% | 5.16% |
| 3 Year | 12.09% | - |
| 5 Year | 13.97% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.32% | 11.94% |
| 3 Year | 17.02% | - |
| 5 Year | 17.86% | - |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 13.54% | - |
| Sharp | 0.61% | - |
| Beta | 0.93% | - |
| Alpha | 0.29% | - |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Name | Abhinav Khandelwal | Dhruv Muchhal |
| Total AUM | ₹5522 Cr | ₹520687 Cr |
| Funds Managed | 5 | 40 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 9.3 | 11.41 |
| Large Cap | 62.81 | 60.44 |
| Mid Cap | 8.05 | 12.04 |
| Small Cap | 19.85 | 16.12 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 5.06 | 3.76 |
| Consumer Defensive | 26.67 | 31.67 |
| Consumer Cyclical | 40.32 | 44.89 |
| Basic Materials | 4.19 | 4.31 |
| Healthcare | 1.67 | 4.37 |
| Communication Services | 11.31 | 3.93 |
| Industrials | 7.6 | 1.78 |
| Utilities | 1.87 | - |
| Technology | 1.3 | 2.66 |
| Financial Services | - | 2.62 |
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