Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mahindra Manulife Consumption Fund vs Tata India Consumer Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

Invest Now

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) ₹559 Cr ₹2671 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 -5.76% -4.81%
6 Month -3.99% -3.6%
1 Year 1.53% 4.11%
3 Year 14.83% 18.27%
5 Year 14.56% 16.11%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month -7.7% -7.83%
1 Year -7.58% -7.58%
3 Year 5.69% 7.72%
5 Year 10.43% 12.25%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Year 10.94% 16.15%
3 Year 16.82% 17.37%
5 Year 17.61% 17.22%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 11.06% 12.98%
Sharp 0.76% 0.92%
Beta 0.92% 0.9%
Alpha -1.65% 1.24%

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 11.28 13.21
Large Cap 64.95 48.18
Mid Cap 7.15 11.88
Small Cap 16.63 26.72

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 3.68 5.42
Consumer Cyclical 41.55 33.37
Consumer Defensive 27.28 38.02
Basic Materials 2.61 1
Healthcare 1.53 2.66
Real Estate 1.5 -
Communication Services 10.97 -
Industrials 7.64 6.1
Utilities 1.76 -
Technology 1.47 4.55
Financial Services - 8.87

Top Comparisons

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns6.81%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns9.78%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns24.07%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns27.46%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns18.73%

VS

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns19.58%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns23.31%

VS

Axis Large & Mid Cap Fund - Regular Plan - Growth Axis Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns20.13%

Compare Now
Add to Cart Successfully