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) | ₹540 Cr | ₹6363 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 | -0.48% | 0.02% |
6 Month | 9.17% | 8.86% |
1 Year | -2.45% | 0.66% |
3 Year | 16.64% | 16.14% |
5 Year | 20.14% | 20.95% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
6 Month | 4.09% | 3.32% |
1 Year | 14.43% | 15.11% |
3 Year | 15.14% | 15.56% |
5 Year | 15.9% | 15.78% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Year | 11.98% | 15.82% |
3 Year | 17.65% | 15.78% |
5 Year | 17.62% | 17.08% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Standard Deviation | 13.48% | 11.81% |
Sharp | 0.62% | 0.66% |
Beta | 0.91% | 0.9% |
Alpha | -0.18% | -0.94% |
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 | 9.71 | 3.28 |
Large Cap | 62.85 | 68.16 |
Mid Cap | 8.45 | 16.36 |
Small Cap | 18.99 | 12.2 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 5.79 | 0.98 |
Consumer Defensive | 27.37 | 25.07 |
Consumer Cyclical | 42.4 | 37.57 |
Basic Materials | 3.4 | 2.25 |
Healthcare | 1.69 | 5.03 |
Communication Services | 9.74 | 6.39 |
Industrials | 7.74 | 4.3 |
Utilities | 1.87 | - |
Financial Services | - | 17.88 |
Real Estate | - | 0.54 |
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