Mahindra Manulife Consumption Fund vs HSBC Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹529 Cr | ₹1645 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 31 Aug 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 | 2.08 |
Manager | Abhinav Khandelwal | Gautam Bhupal |
ISIN Code | INF174V01630 | INF336L01RC6 |
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 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | 5.17% | 3.62% |
6 Month | 18.01% | 21.31% |
1 Year | -5.82% | -0.64% |
3 Year | 15.42% | - |
5 Year | 19.79% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 7.08% | 6.84% |
1 Year | 14.2% | 15.53% |
3 Year | 16.12% | - |
5 Year | 16.5% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 12.39% | 13.64% |
3 Year | 17.92% | - |
5 Year | 17.39% | - |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.45% | - |
Sharp | 0.65% | - |
Beta | 0.88% | - |
Alpha | 1.77% | - |
Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Abhinav Khandelwal | Gautam Bhupal |
Total AUM | ₹5522 Cr | ₹25949 Cr |
Funds Managed | 5 | 13 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 8.41 | 4.3 |
Large Cap | 61.05 | 40.53 |
Mid Cap | 9.98 | 15.02 |
Small Cap | 20.56 | 40.15 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.86 | 3.63 |
Consumer Defensive | 27.31 | 22.33 |
Consumer Cyclical | 43.33 | 37.12 |
Basic Materials | 3.77 | 1.57 |
Healthcare | 1.99 | 6.28 |
Communication Services | 8.64 | 6.71 |
Industrials | 8.1 | 3.44 |
Utilities | 2.01 | - |
Financial Services | - | 11.19 |
Real Estate | - | 3.98 |
Technology | - | 3.77 |
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