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) | ₹515 Cr | ₹6239 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 | -0.09% | -0.62% |
6 Month | 9.04% | 10.33% |
1 Year | -3.89% | 0.35% |
3 Year | 15.34% | 14.73% |
5 Year | 19.26% | 20.46% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
6 Month | 3.35% | 3.83% |
1 Year | 1.13% | 5.06% |
3 Year | 13.11% | 14.11% |
5 Year | 14.97% | 15.35% |
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 | 13.53% | 11.81% |
Sharp | 0.68% | 0.77% |
Beta | 0.90% | 0.89% |
Alpha | 0.22% | -0.1% |
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 |
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