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) | ₹540 Cr | ₹1699 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 | 1.87% | 1.96% |
| 6 Month | 8.32% | 10.29% |
| 1 Year | 1.56% | 3.15% |
| 3 Year | 15.29% | - |
| 5 Year | 20% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.9% | 0.96% |
| 1 Year | 8.66% | 8.4% |
| 3 Year | 12.9% | - |
| 5 Year | 14.52% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.98% | 11.12% |
| 3 Year | 17.65% | - |
| 5 Year | 17.62% | - |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 13.50% | - |
| Sharp | 0.64% | - |
| Beta | 0.92% | - |
| Alpha | 0.05% | - |
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 | 9.71 | 4.16 |
| Large Cap | 62.85 | 43.45 |
| Mid Cap | 8.45 | 14.66 |
| Small Cap | 18.99 | 37.73 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 5.79 | 3.66 |
| Consumer Defensive | 27.37 | 20.43 |
| Consumer Cyclical | 42.4 | 42.48 |
| Basic Materials | 3.4 | 0.91 |
| Healthcare | 1.69 | 5.58 |
| Communication Services | 9.74 | 5.91 |
| Industrials | 7.74 | 3.76 |
| Utilities | 1.87 | - |
| Financial Services | - | 11.04 |
| Real Estate | - | 2.91 |
| Technology | - | 3.31 |
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