HDFC Non vs Mahindra Manulife Consumption Fund compare

HDFC Non vs Mahindra Manulife Consumption Fund compare

Link copied to clipboard!

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Invest Now

HDFC Non-Cyclical Consumer Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹515 Cr	₹1010 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	2.51%	3.32%
6 Month	16.7%	18.15%
1 Year	-5.28%	-0.32%
3 Year	16.05%	-
5 Year	18.62%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
6 Month	5.06%	6.64%
1 Year	7.5%	11.86%
3 Year	14.69%	-
5 Year	16.03%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
1 Year	12.39%	15.92%
3 Year	17.92%	-
5 Year	17.39%	-

Risk Management

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
Standard Deviation	13.53%	-
Sharp	0.68%	-
Beta	0.90%	-
Alpha	0.22%	-

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	8.41	4.1
Large Cap	61.05	64.12
Mid Cap	9.98	14.14
Small Cap	20.56	17.64

Sector Allocation

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
Others	4.86	0.19
Consumer Defensive	27.31	33.7
Consumer Cyclical	43.33	47.72
Basic Materials	3.77	4.9
Healthcare	1.99	3.54
Communication Services	8.64	4.01
Industrials	8.1	3.05
Utilities	2.01	-
Financial Services	-	2.88

Top Comparisons

DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns18.72%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns28.15%

Compare Now

Kotak Bond Short Term Plan-(Growth)

3Y Returns7.02%

VS

Nippon India Short Duration Fund-Growth Plan

3Y Returns7.36%

Compare Now

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

3Y Returns0%

VS

HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns21.77%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully