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) | ₹495 Cr | ₹3052 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 | 1.11% | 1.88% |
6 Month | -1.33% | -4.57% |
1 Year | -1.35% | -0.03% |
3 Year | 18.12% | 19.14% |
5 Year | 19.47% | 26.29% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | 5.56% | 5.05% |
1 Year | 0.18% | -1.28% |
3 Year | 14.38% | 14.35% |
5 Year | 16.04% | 19.02% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 13.12% | 17.57% |
3 Year | 17.8% | 16.62% |
5 Year | 16.79% | 14.92% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | 14.60% | 14.30% |
Sharp | 0.89% | 0.95% |
Beta | 0.94% | 0.88% |
Alpha | -0.41% | 0.97% |
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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 | 11.07 | 6.48 |
Large Cap | 56.7 | 41.21 |
Mid Cap | 10.97 | 25.02 |
Small Cap | 21.26 | 27.29 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 7.37 | 6.48 |
Consumer Cyclical | 40.23 | 46.48 |
Consumer Defensive | 27.56 | 31.93 |
Basic Materials | 3.15 | 4.38 |
Healthcare | 1.87 | - |
Communication Services | 10.03 | 5.05 |
Industrials | 7.72 | 5.69 |
Utilities | 2.06 | - |
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