HDFC Non vs Mahindra Manulife Consumption Fund compare

HDFC Non vs Mahindra Manulife Consumption Fund compare

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Mahindra Manulife Consumption Fund- Regular Plan - Growth

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HDFC Non-Cyclical Consumer Fund - Regular (G)

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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)	₹540 Cr	₹1046 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	-1.71%	-2.8%
6 Month	12.39%	11.65%
1 Year	-6.33%	-4.16%
3 Year	15.49%	-
5 Year	19.51%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
6 Month	2.86%	2.14%
1 Year	10.82%	10.89%
3 Year	13.93%	-
5 Year	15.15%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
1 Year	11.98%	11.94%
3 Year	17.65%	-
5 Year	17.62%	-

Risk Management

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
Standard Deviation	13.48%	-
Sharp	0.62%	-
Beta	0.91%	-
Alpha	-0.18%	-

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	6.01	6.73
Large Cap	63.83	61.62
Mid Cap	9.68	14.14
Small Cap	20.47	17.5

Sector Allocation

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
Others	2.68	3.15
Consumer Defensive	28.49	31.43
Consumer Cyclical	44.31	48.23
Basic Materials	3.64	4.61
Healthcare	1.79	3.22
Communication Services	9.38	3.82
Industrials	7.87	2.82
Utilities	1.84	-
Financial Services	-	2.71

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