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)	₹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	-1.35%	-2.11%
6 Month	2.28%	0.62%
1 Year	-2.17%	-1.51%
3 Year	14.24%	-
5 Year	15.84%	-

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	2.62
Consumer Defensive	26.67	31.67
Consumer Cyclical	40.32	44.89
Basic Materials	2.53	4.31
Healthcare	1.67	5.52
Real Estate	1.66	-
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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