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) | ₹565 Cr | ₹738 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 | -2.66% | -1.71% |
| 6 Month | 3.69% | 5% |
| 1 Year | -2.2% | 1.2% |
| 3 Year | 14.83% | 14.52% |
| 5 Year | 15.7% | 13.86% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.39% | 1.7% |
| 1 Year | 9.49% | 12.91% |
| 3 Year | 11.77% | 12.98% |
| 5 Year | 13.69% | 12.9% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.32% | 11.31% |
| 3 Year | 17.02% | 12.1% |
| 5 Year | 17.86% | 12.27% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.54% | 12.1% |
| Sharp | 0.61% | 0.62% |
| Beta | 0.93% | 0.97% |
| Alpha | 0.29% | -2.83% |
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 | 9.64 | 7.39 |
| Large Cap | 63.43 | 72.22 |
| Mid Cap | 8.67 | 11.44 |
| Small Cap | 18.26 | 8.95 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.84 | 2.58 |
| Consumer Defensive | 26.89 | 20.43 |
| Consumer Cyclical | 40.05 | 43.01 |
| Basic Materials | 2.69 | 3.53 |
| Healthcare | 1.69 | 3.14 |
| Real Estate | 1.57 | 2.21 |
| Communication Services | 11.58 | 10.91 |
| Industrials | 7.6 | 6.81 |
| Utilities | 1.79 | - |
| Technology | 1.29 | 2.2 |
| Financial Services | - | 5.17 |
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