Mahindra Manulife Consumption Fund vs SBI Consumption Opportunities Fund compare

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Mahindra Manulife Consumption Fund- Regular Plan - Growth

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SBI Consumption Opportunities Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹559 Cr	₹3162 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

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	SBI Consumption Opportunities Fund - Regular - Growth
1 Month	-5.76%	-5.81%
6 Month	-3.99%	-7.25%
1 Year	1.53%	-5.49%
3 Year	14.83%	12.05%
5 Year	14.56%	16.06%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	-7.7%	-7.23%
1 Year	-7.58%	-11.09%
3 Year	5.69%	3.24%
5 Year	10.43%	10.56%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	SBI Consumption Opportunities Fund - Regular - Growth
1 Year	10.94%	16.2%
3 Year	16.82%	16.5%
5 Year	17.61%	15.33%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation	11.06%	10.64%
Sharp	0.76%	0.63%
Beta	0.92%	0.9%
Alpha	-1.65%	-2.77%

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

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	SBI Consumption Opportunities Fund - Regular - Growth
Others	11.28	7.63
Large Cap	64.95	51.75
Mid Cap	7.15	21.5
Small Cap	16.63	19.12

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	SBI Consumption Opportunities Fund - Regular - Growth
Others	3.68	2.29
Consumer Cyclical	41.55	46.81
Consumer Defensive	27.28	26.06
Basic Materials	2.61	8.45
Healthcare	1.53	-
Real Estate	1.5	-
Communication Services	10.97	6.59
Industrials	7.64	6.87
Utilities	1.76	-
Technology	1.47	1.44
Financial Services	-	1.49