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) | ₹435 Cr | ₹675 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 | 3.3% | 3.13% |
6 Month | 0.36% | 0.57% |
1 Year | 5.67% | 6.88% |
3 Year | 19.67% | 17.23% |
5 Year | 22.89% | 20.54% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.65% | 4.4% |
1 Year | -0.75% | -0.86% |
3 Year | 16.17% | 15.05% |
5 Year | 17.05% | 14.92% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.24% | 12.3% |
3 Year | 18.43% | 11.78% |
5 Year | 16.21% | 11.87% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.789% | 15.355% |
Sharp | 0.524% | 0.317% |
Beta | 0.933% | 0.933% |
Alpha | 1.52% | -1.363% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.73 |
Large Cap | 58.5 | 73.77 |
Mid Cap | 13 | 12.5 |
Small Cap | 22.5 | 11 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.26 | 2.17 |
Consumer Cyclical | 40.78 | 41.37 |
Consumer Defensive | 30.14 | 26.65 |
Basic Materials | 3.48 | 1.74 |
Healthcare | 1.95 | 2.89 |
Communication Services | 9.87 | 11.44 |
Industrials | 7.34 | 6.51 |
Utilities | 2.18 | - |
Real Estate | 0 | 2.33 |
Financial Services | - | 4.9 |
Top Comparisons
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns30.7%
LIC MF Infrastructure Fund-Growth
3Y Returns31.38%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns21.32%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns19.01%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns19.01%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.33%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.77%