Mahindra Manulife Consumption Fund vs HDFC Non compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
HDFC Non-Cyclical Consumer Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹559 Cr | ₹1069 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Nov 2018 | 12 Jul 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 | 2.3 |
| Manager | Abhinav Khandelwal | Dhruv Muchhal |
| ISIN Code | INF174V01630 | INF179KC1GR6 |
| 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 | HDFC Non-Cyclical Consumer 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 | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Month | -7.02% | -5.19% |
| 6 Month | -4.92% | -5.82% |
| 1 Year | 2.1% | 2.24% |
| 3 Year | 14.33% | - |
| 5 Year | 14.03% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | -7.7% | -6.81% |
| 1 Year | -7.58% | -6.49% |
| 3 Year | 5.69% | - |
| 5 Year | 10.43% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.94% | 8.79% |
| 3 Year | 16.82% | - |
| 5 Year | 17.61% | - |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.06% | - |
| Sharp | 0.76% | - |
| Beta | 0.92% | - |
| Alpha | -1.65% | - |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Name | Abhinav Khandelwal | Dhruv Muchhal |
| Total AUM | ₹5522 Cr | ₹520687 Cr |
| Funds Managed | 5 | 40 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 11.28 | 10.72 |
| Large Cap | 64.95 | 66.87 |
| Mid Cap | 7.15 | 9.15 |
| Small Cap | 16.63 | 13.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 3.68 | 1.72 |
| Consumer Cyclical | 41.55 | 45.32 |
| Consumer Defensive | 27.28 | 32.67 |
| Basic Materials | 2.61 | 5.77 |
| Healthcare | 1.53 | 5.09 |
| Real Estate | 1.5 | - |
| Communication Services | 10.97 | 5.04 |
| Industrials | 7.64 | 1.26 |
| Utilities | 1.76 | - |
| Technology | 1.47 | 1.43 |
| Financial Services | - | 1.71 |
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