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 Moderately High Very High
Asset Size (Cr) ₹604 Cr ₹229 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI NIFTY India Consumption TRI
Turn Over % 123%
Expense Ratio 2.32 2.38
Manager Abhishek Bisen Abhinav Khandelwal
ISIN Code INF174KA1PM5 INF174V01630
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1%, if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Month 5.22% 2.05%
6 Month 30.91% 23.74%
1 Year - 45.63%
3 Year - 22.46%
5 Year - 20.93%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
6 Month - -
1 Year 14.27% 19.89%
3 Year 14.27% 44.51%
5 Year 14.27% 75.17%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Year 13.98% 19.82%
3 Year 13.98% 53.83%
5 Year 13.98% 77.49%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Standard Deviation - 11.06%
Sharp - 1.23%
Beta - 0.77%
Alpha - 2.22%

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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
Fund Manage 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

Large Cap 44.65 56.6
Mid Cap 26.46 11.04
Small Cap 27.35 24.39
Others 1.54 7.97

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Communication 9.4 -
Automobile 21.45 -
Consumer Staples 35.85 -
Services 13.07 -
Consumer Discretionary 4.66 -
Materials 4.83 -
Capital Goods 2.4 -
Healthcare 5.97 -
Others 1.54 5.82
Construction 0.83 -
Diversified FMCG - 14.29
Telecom - Services - 7.28
Automobiles - 15.75
Retailing - 15.94
Personal Products - 7.59
Food Products - 4.81
Auto Components - 5.02
Beverages - 3.18
Consumer Durables - 6.15
Power - 1.89
Household Products - 2.69
Healthcare Services - 1.48
Paper, Forest & Jute Products - 1.41
Leisure Services - 3.27
Textiles & Apparels - 1.01
Agricultural Food & other Products - 0.97
Realty - 0.76
Media - 0.69

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