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) | ₹515 Cr | ₹1010 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 | 2.73% | 3.9% |
6 Month | 12.99% | 14.98% |
1 Year | -2.31% | 2.27% |
3 Year | 16.3% | - |
5 Year | 19.62% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
6 Month | 3.35% | 6.05% |
1 Year | 1.13% | 7.73% |
3 Year | 13.11% | - |
5 Year | 14.97% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
1 Year | 12.39% | 15.92% |
3 Year | 17.92% | - |
5 Year | 17.39% | - |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.53% | - |
Sharp | 0.68% | - |
Beta | 0.90% | - |
Alpha | 0.22% | - |
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 | 8.41 | 4.1 |
Large Cap | 61.05 | 64.12 |
Mid Cap | 9.98 | 14.14 |
Small Cap | 20.56 | 17.64 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
Others | 4.86 | 0.19 |
Consumer Defensive | 27.31 | 33.7 |
Consumer Cyclical | 43.33 | 47.72 |
Basic Materials | 3.77 | 4.9 |
Healthcare | 1.99 | 3.54 |
Communication Services | 8.64 | 4.01 |
Industrials | 8.1 | 3.05 |
Utilities | 2.01 | - |
Financial Services | - | 2.88 |
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