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Mahindra Manulife Consumption Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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tortoise-icon 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) ₹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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