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 | 0.17% | 0.93% |
6 Month | -6.23% | -4.7% |
1 Year | -1.52% | -0.16% |
3 Year | 19.39% | 17.16% |
5 Year | 20.27% | 17.99% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.09% | 4.57% |
1 Year | -3.8% | -2.36% |
3 Year | 13.72% | 13.25% |
5 Year | 15.59% | 13.85% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.12% | 12.01% |
3 Year | 17.8% | 11.84% |
5 Year | 16.79% | 12.05% |
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% |
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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 |
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