Mahindra Manulife Consumption Fund vs HDFC Non compare

Mahindra Manulife Consumption Fund vs HDFC Non compare

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Mahindra Manulife Consumption Fund- Regular Plan - Growth

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HDFC Non-Cyclical Consumer Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹565 Cr	₹1082 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	-1.71%	-2.03%
6 Month	1.82%	0.33%
1 Year	1.31%	-0.86%
3 Year	15.96%	-
5 Year	15.81%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
6 Month	-0.25%	-2.19%
1 Year	8.13%	4.18%
3 Year	11.22%	-
5 Year	13.59%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
1 Year	11.22%	11.94%
3 Year	16.9%	-
5 Year	17.77%	-

Risk Management

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
Standard Deviation	13.54%	-
Sharp	0.61%	-
Beta	0.93%	-
Alpha	0.29%	-

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	9.64	8.85
Large Cap	63.43	66.54
Mid Cap	8.67	10.79
Small Cap	18.26	13.82

Sector Allocation

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	HDFC Non-Cyclical Consumer Fund - Regular (G)
Others	4.84	0.23
Consumer Defensive	26.89	32.41
Consumer Cyclical	40.05	44.47
Basic Materials	2.69	5.83
Healthcare	1.69	5.38
Real Estate	1.57	-
Communication Services	11.58	5.08
Industrials	7.6	1.89
Utilities	1.79	-
Technology	1.29	2.69
Financial Services	-	2.02

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