Mahindra Manulife Consumption Fund vs UTI India Consumer Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹515 Cr | ₹696 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 17% |
Expense Ratio | 2.37 | 2.44 |
Manager | Abhinav Khandelwal | Vishal Chopda |
ISIN Code | INF174V01630 | INF789F01CE6 |
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 | UTI India Consumer Fund - Growth charges 1.0% 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 | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.35% | 4.16% |
6 Month | 12.71% | 12.37% |
1 Year | -2.03% | -0.87% |
3 Year | 16.52% | 13.58% |
5 Year | 19.79% | 17.3% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.35% | 3.47% |
1 Year | 1.13% | 1.28% |
3 Year | 13.11% | 12.68% |
5 Year | 14.97% | 13.2% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.39% | 11.82% |
3 Year | 17.92% | 11.96% |
5 Year | 17.39% | 12.16% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.53% | 14.33% |
Sharp | 0.68% | 0.51% |
Beta | 0.90% | 0.92% |
Alpha | 0.22% | -1.92% |
Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Vishal Chopda |
Total AUM | ₹5522 Cr | ₹6487 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.41 | 4.94 |
Large Cap | 61.05 | 74.18 |
Mid Cap | 9.98 | 9.71 |
Small Cap | 20.56 | 11.17 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.86 | 1.47 |
Consumer Defensive | 27.31 | 24.67 |
Consumer Cyclical | 43.33 | 41.9 |
Basic Materials | 3.77 | 3.32 |
Healthcare | 1.99 | 3.27 |
Communication Services | 8.64 | 10.79 |
Industrials | 8.1 | 6.78 |
Utilities | 2.01 | - |
Financial Services | - | 5.79 |
Real Estate | - | 2 |
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