Mahindra Manulife Consumption Fund vs Tata India Consumer Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
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 |
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