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) | ₹563 Cr | ₹2660 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 | -1.98% | -2.32% |
| 6 Month | 5.24% | 5.46% |
| 1 Year | -0.75% | -0.77% |
| 3 Year | 14.74% | 17.37% |
| 5 Year | 16.73% | 18.12% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.66% | 2.21% |
| 1 Year | 11.75% | 12.89% |
| 3 Year | 13.13% | 16.12% |
| 5 Year | 14.63% | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.32% | 16.48% |
| 3 Year | 17.02% | 17.32% |
| 5 Year | 17.86% | 17.27% |
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 | 9.3 | 9.82 |
| Large Cap | 62.81 | 46.17 |
| Mid Cap | 8.05 | 12.51 |
| Small Cap | 19.85 | 31.5 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.06 | 6.3 |
| Consumer Defensive | 26.67 | 32.39 |
| Consumer Cyclical | 40.32 | 33.01 |
| Basic Materials | 4.19 | 2.02 |
| Healthcare | 1.67 | 2.88 |
| Communication Services | 11.31 | - |
| Industrials | 7.6 | 10.97 |
| Utilities | 1.87 | - |
| Technology | 1.3 | 5.49 |
| Financial Services | - | 6.94 |
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