Mahindra Manulife Consumption Fund vs Tata India Consumer Fund compare

Mahindra Manulife Consumption Fund vs Tata India Consumer Fund compare

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Mahindra Manulife Consumption Fund- Regular Plan - Growth

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Tata India Consumer Fund-Regular Plan-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	Tata India Consumer Fund-Regular Plan-Growth
Fund	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹540 Cr	₹2531 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	13 Nov 2018	28 Dec 2015
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	123%	57.26%
Expense Ratio	2.37	2
Manager	Abhinav Khandelwal	Sonam Udasi
ISIN Code	INF174V01630	INF277K010A2
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	Tata India Consumer Fund - Growth charges 0.25% 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	Tata India Consumer Fund-Regular Plan-Growth
1 Month	1.99%	3.24%
6 Month	9.32%	10.85%
1 Year	1.9%	3.65%
3 Year	15.63%	18.02%
5 Year	19.66%	20.97%

SIP Return Analysis

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
6 Month	3.86%	4.18%
1 Year	12.17%	13.04%
3 Year	14.35%	17.42%
5 Year	15.31%	17.44%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
1 Year	11.98%	17.35%
3 Year	17.65%	17.26%
5 Year	17.62%	17.15%

Risk Management

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	13.50%	14.11%
Sharp	0.64%	0.79%
Beta	0.92%	0.90%
Alpha	0.05%	2.62%

Fund Managers

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
Name	Abhinav Khandelwal	Sonam Udasi
Total AUM	₹5522 Cr	₹12959 Cr
Funds Managed	5	6
	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
Others	9.71	5.7
Large Cap	62.85	48.21
Mid Cap	8.45	14.61
Small Cap	18.99	31.48

Sector Allocation

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Tata India Consumer Fund-Regular Plan-Growth
Others	5.79	5.2
Consumer Defensive	27.37	31.71
Consumer Cyclical	42.4	35.05
Basic Materials	3.4	2.25
Healthcare	1.69	2.95
Communication Services	9.74	-
Industrials	7.74	12.85
Utilities	1.87	-
Financial Services	-	7.54
Technology	-	2.44

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