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) | ₹529 Cr | ₹717 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 | 6.07% | 6.28% |
6 Month | 18.78% | 19.33% |
1 Year | -4.87% | -5.42% |
3 Year | 16.57% | 14.16% |
5 Year | 20.07% | 17.74% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.08% | 7.26% |
1 Year | 14.2% | 14.96% |
3 Year | 16.12% | 15.93% |
5 Year | 16.5% | 14.85% |
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 | 13.45% | 14.12% |
Sharp | 0.65% | 0.46% |
Beta | 0.88% | 0.89% |
Alpha | 1.77% | -0.52% |
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 | 6.01 | 4.76 |
Large Cap | 63.83 | 75.31 |
Mid Cap | 9.68 | 9.05 |
Small Cap | 20.47 | 10.87 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.68 | 1.36 |
Consumer Defensive | 28.49 | 24.67 |
Consumer Cyclical | 44.31 | 42.79 |
Basic Materials | 3.64 | 3.25 |
Healthcare | 1.79 | 3.24 |
Communication Services | 9.38 | 10.44 |
Industrials | 7.87 | 6.73 |
Utilities | 1.84 | - |
Financial Services | - | 5.56 |
Real Estate | - | 1.97 |
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