Mahindra Manulife Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹529 Cr | ₹6324 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 10% |
Expense Ratio | 2.37 | 1.85 |
Manager | Abhinav Khandelwal | Dhaval Joshi |
ISIN Code | INF174V01630 | INF209K01447 |
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 | Aditya Birla Sun Life India GenNext 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 | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Month | 5.17% | 3.69% |
6 Month | 18.01% | 18.05% |
1 Year | -5.82% | -2.9% |
3 Year | 15.42% | 14.5% |
5 Year | 19.79% | 20.67% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
6 Month | 7.08% | 5.85% |
1 Year | 14.2% | 14.95% |
3 Year | 16.12% | 16.19% |
5 Year | 16.5% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Year | 12.39% | 16% |
3 Year | 17.92% | 15.82% |
5 Year | 17.39% | 16.98% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Standard Deviation | 13.45% | 11.81% |
Sharp | 0.65% | 0.68% |
Beta | 0.88% | 0.89% |
Alpha | 1.77% | -0.43% |
Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Dhaval Joshi |
Total AUM | ₹5522 Cr | ₹361932 Cr |
Funds Managed | 5 | 55 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 8.41 | 3.17 |
Large Cap | 61.05 | 67.59 |
Mid Cap | 9.98 | 16.22 |
Small Cap | 20.56 | 13.02 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 4.86 | 0.82 |
Consumer Defensive | 27.31 | 25.8 |
Consumer Cyclical | 43.33 | 35.76 |
Basic Materials | 3.77 | 1.99 |
Healthcare | 1.99 | 5.8 |
Communication Services | 8.64 | 6.66 |
Industrials | 8.1 | 3.91 |
Utilities | 2.01 | - |
Financial Services | - | 18.73 |
Real Estate | - | 0.53 |
Top Comparisons
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns29.04%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
HDFC Small Cap Fund Regular Growth
3Y Returns22.03%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.49%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.49%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.76%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.37%