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) | ₹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 | -2.67% | -3.17% |
| 6 Month | 3.38% | 1.92% |
| 1 Year | -2.24% | -3.75% |
| 3 Year | 14.7% | - |
| 5 Year | 15.64% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.39% | -1.92% |
| 1 Year | 9.49% | 5.37% |
| 3 Year | 11.77% | - |
| 5 Year | 13.69% | - |
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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