Mahindra Manulife Consumption Fund vs SBI Consumption Opportunities Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹529 Cr | ₹3175 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 01 Jan 2013 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 42% |
Expense Ratio | 2.37 | 1.98 |
Manager | Abhinav Khandelwal | Pradeep Kesavan |
ISIN Code | INF174V01630 | INF200K01VR6 |
Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Month | 5.17% | 5.27% |
6 Month | 18.01% | 13.35% |
1 Year | -5.82% | -9.16% |
3 Year | 15.42% | 15.45% |
5 Year | 19.79% | 24.2% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | 7.08% | 4.53% |
1 Year | 14.2% | 6.49% |
3 Year | 16.12% | 13.91% |
5 Year | 16.5% | 17.75% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 12.39% | 17.24% |
3 Year | 17.92% | 16.71% |
5 Year | 17.39% | 15.02% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | 13.45% | 13.82% |
Sharp | 0.65% | 0.67% |
Beta | 0.88% | 0.88% |
Alpha | 1.77% | 2.28% |
Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Name | Abhinav Khandelwal | Pradeep Kesavan |
Total AUM | ₹5522 Cr | ₹434274 Cr |
Funds Managed | 5 | 43 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 8.41 | 2.64 |
Large Cap | 61.05 | 44.67 |
Mid Cap | 9.98 | 24.69 |
Small Cap | 20.56 | 27.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 4.86 | 2.27 |
Consumer Defensive | 27.31 | 31.14 |
Consumer Cyclical | 43.33 | 46.75 |
Basic Materials | 3.77 | 8.13 |
Healthcare | 1.99 | - |
Communication Services | 8.64 | 6.05 |
Industrials | 8.1 | 5.67 |
Utilities | 2.01 | - |
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