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Mahindra Manulife Consumption Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Fund Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1709 Cr ₹565 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 13 Nov 2018
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI NIFTY India Consumption TRI
Turn Over % 123%
Expense Ratio 2.12 2.37
Manager Abhishek Bisen Abhinav Khandelwal
ISIN Code INF174KA1PM5 INF174V01630
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Month -2.61% -2.67%
6 Month 7.73% 3.38%
1 Year 4.5% -2.24%
3 Year - 14.7%
5 Year - 15.64%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
6 Month 2.25% 0.39%
1 Year 17.84% 9.49%
3 Year - 11.77%
5 Year - 13.69%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Year 13.45% 11.22%
3 Year - 16.9%
5 Year - 17.77%

Risk Management

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

Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Name Abhishek Bisen Abhinav Khandelwal
Total AUM ₹0 Cr ₹5522 Cr
Funds Managed 33 5
Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Others 12.88 9.64
Large Cap 53.62 63.43
Small Cap 28.36 18.26
Mid Cap 5.13 8.67

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Others 1.65 4.84
Communication Services 11.36 11.58
Basic Materials 9.91 2.69
Consumer Cyclical 36.97 40.05
Consumer Defensive 27.53 26.89
Healthcare 5.78 1.69
Industrials 4.68 7.6
Technology 2.13 1.29
Real Estate - 1.57
Utilities - 1.79

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