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) | ₹540 Cr | ₹1059 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 | 2.95% | 2.22% |
| 6 Month | 8.96% | 7.98% |
| 1 Year | 2.32% | 2.42% |
| 3 Year | 16.13% | - |
| 5 Year | 20.03% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.79% | 2.46% |
| 1 Year | 14.28% | 12.36% |
| 3 Year | 15.08% | - |
| 5 Year | 15.86% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.98% | 11.94% |
| 3 Year | 17.65% | - |
| 5 Year | 17.62% | - |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 13.48% | - |
| Sharp | 0.62% | - |
| Beta | 0.91% | - |
| Alpha | -0.18% | - |
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 | 9.71 | 7.6 |
| Large Cap | 62.85 | 61.14 |
| Mid Cap | 8.45 | 14.21 |
| Small Cap | 18.99 | 17.05 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 5.79 | 4.01 |
| Consumer Defensive | 27.37 | 32.64 |
| Consumer Cyclical | 42.4 | 46.15 |
| Basic Materials | 3.4 | 4.37 |
| Healthcare | 1.69 | 3.75 |
| Communication Services | 9.74 | 3.73 |
| Industrials | 7.74 | 2.77 |
| Utilities | 1.87 | - |
| Financial Services | - | 2.58 |
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