HSBC Consumption Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹565 Cr | ₹1795 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 31 Aug 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 | 2.08 |
| Manager | Abhinav Khandelwal | Gautam Bhupal |
| ISIN Code | INF174V01630 | INF336L01RC6 |
| 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 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | -2.66% | -3.2% |
| 6 Month | 3.69% | 2.73% |
| 1 Year | -2.2% | -5.14% |
| 3 Year | 14.83% | - |
| 5 Year | 15.7% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.39% | -1.05% |
| 1 Year | 9.49% | 9.23% |
| 3 Year | 11.77% | - |
| 5 Year | 13.69% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.32% | 11.12% |
| 3 Year | 17.02% | - |
| 5 Year | 17.86% | - |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption 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 | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Abhinav Khandelwal | Gautam Bhupal |
| Total AUM | ₹5522 Cr | ₹25949 Cr |
| Funds Managed | 5 | 13 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 9.64 | 6.83 |
| Large Cap | 63.43 | 42.72 |
| Mid Cap | 8.67 | 13.48 |
| Small Cap | 18.26 | 36.96 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 4.84 | 3.65 |
| Consumer Defensive | 26.89 | 20.56 |
| Consumer Cyclical | 40.05 | 42.1 |
| Basic Materials | 2.69 | - |
| Healthcare | 1.69 | 4.99 |
| Real Estate | 1.57 | 3.67 |
| Communication Services | 11.58 | 6.26 |
| Industrials | 7.6 | 4.87 |
| Utilities | 1.79 | - |
| Technology | 1.29 | 4.56 |
| Financial Services | - | 9.33 |
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