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) | ₹495 Cr | ₹2379 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 | 2% | 2.28% |
6 Month | -3.66% | -6.83% |
1 Year | -0.44% | 5.5% |
3 Year | 19.62% | 22.42% |
5 Year | 19.85% | 21.74% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 7.54% | 7.56% |
1 Year | 1.8% | 3.21% |
3 Year | 15.53% | 18.32% |
5 Year | 16.68% | 18.47% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.12% | 18.67% |
3 Year | 17.8% | 16.91% |
5 Year | 16.79% | 16.75% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.96% | 15.81% |
Sharp | 0.73% | 0.85% |
Beta | 0.94% | 0.94% |
Alpha | 0.20% | 2.81% |
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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 | 6 | 8.52 |
Large Cap | 58.5 | 46.31 |
Mid Cap | 13 | 16.55 |
Small Cap | 22.5 | 28.63 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 4.26 | 8.14 |
Consumer Cyclical | 40.78 | 34.96 |
Consumer Defensive | 30.14 | 32.59 |
Basic Materials | 3.48 | 3.06 |
Healthcare | 1.95 | 0 |
Communication Services | 9.87 | - |
Industrials | 7.34 | 12.66 |
Utilities | 2.18 | - |
Real Estate | 0 | - |
Financial Services | - | 3.44 |
Technology | - | 5.15 |
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