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) | ₹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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