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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) ₹1488 Cr ₹529 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 5.5% 5.68%
6 Month 20.72% 17.44%
1 Year -0.76% -6.01%
3 Year - 15.75%
5 Year - 20.05%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
6 Month 9.62% 7.08%
1 Year 21.3% 14.2%
3 Year - 16.12%
5 Year - 16.5%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Year 14.66% 12.39%
3 Year - 17.92%
5 Year - 17.39%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Standard Deviation - 13.45%
Sharp - 0.65%
Beta - 0.88%
Alpha - 1.77%

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 7.74 8.41
Large Cap 55.47 61.05
Mid Cap 6.85 9.98
Small Cap 29.94 20.56

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Others 1.09 4.86
Communication Services 12.77 8.64
Basic Materials 4.42 3.77
Consumer Cyclical 40.67 43.33
Consumer Defensive 28.31 27.31
Healthcare 7.42 1.99
Industrials 5.32 8.1
Utilities - 2.01

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