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) | ₹540 Cr | ₹3180 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 | -0.2% | -0.31% |
| 6 Month | 6.11% | 1.5% |
| 1 Year | 0.5% | -6.36% |
| 3 Year | 14.62% | 13.5% |
| 5 Year | 18.58% | 23.64% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.7% | -0.55% |
| 1 Year | 9.6% | 0.95% |
| 3 Year | 12.88% | 9.82% |
| 5 Year | 14.42% | 14.61% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 11.98% | 16.89% |
| 3 Year | 17.65% | 16.63% |
| 5 Year | 17.62% | 15.13% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 13.50% | 13.89% |
| Sharp | 0.64% | 0.55% |
| Beta | 0.92% | 0.93% |
| Alpha | 0.05% | -1.08% |
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 | 9.71 | 5.95 |
| Large Cap | 62.85 | 45.55 |
| Mid Cap | 8.45 | 24.04 |
| Small Cap | 18.99 | 24.46 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 5.79 | 4.68 |
| Consumer Defensive | 27.37 | 28.6 |
| Consumer Cyclical | 42.4 | 46.53 |
| Basic Materials | 3.4 | 7.57 |
| Healthcare | 1.69 | - |
| Communication Services | 9.74 | 5.85 |
| Industrials | 7.74 | 6.78 |
| Utilities | 1.87 | - |
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