Mahindra Manulife Consumption Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Chart Comparison
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) | ₹1562 Cr | ₹540 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 | 2.84% | 1.87% |
| 6 Month | 15.07% | 8.32% |
| 1 Year | 9.16% | 1.56% |
| 3 Year | - | 15.29% |
| 5 Year | - | 20% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Mahindra Manulife Consumption Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.17% | 3.79% |
| 1 Year | 24.64% | 14.28% |
| 3 Year | - | 15.08% |
| 5 Year | - | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Mahindra Manulife Consumption Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.45% | 11.98% |
| 3 Year | - | 17.65% |
| 5 Year | - | 17.62% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Mahindra Manulife Consumption Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.48% |
| Sharp | - | 0.62% |
| Beta | - | 0.91% |
| Alpha | - | -0.18% |
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 | 8.13 | 9.71 |
| Large Cap | 57.31 | 62.85 |
| Small Cap | 28.11 | 18.99 |
| Mid Cap | 6.45 | 8.45 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
|---|---|---|
| Others | 2.52 | 5.79 |
| Communication Services | 11.16 | 9.74 |
| Basic Materials | 5.19 | 3.4 |
| Consumer Cyclical | 40.58 | 42.4 |
| Consumer Defensive | 29.73 | 27.37 |
| Healthcare | 5.93 | 1.69 |
| Industrials | 4.88 | 7.74 |
| Utilities | - | 1.87 |
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