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Mahindra Manulife Consumption Fund vs UTI India Consumer Fund compare

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tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹540 Cr ₹719 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 1.87% 1.89%
6 Month 8.32% 8.62%
1 Year 1.56% 3.27%
3 Year 15.29% 13.52%
5 Year 20% 17.82%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 1.9% 2.09%
1 Year 8.66% 9.89%
3 Year 12.9% 13.2%
5 Year 14.52% 13.15%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 11.98% 11.63%
3 Year 17.65% 12.05%
5 Year 17.62% 12.22%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 13.48% 14.12%
Sharp 0.62% 0.45%
Beta 0.91% 0.92%
Alpha -0.18% -2.20%

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 9.71 6.98
Large Cap 62.85 74.1
Mid Cap 8.45 9.2
Small Cap 18.99 9.72

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 5.79 3.1
Consumer Defensive 27.37 23.79
Consumer Cyclical 42.4 42.34
Basic Materials 3.4 3.09
Healthcare 1.69 3.26
Communication Services 9.74 10.33
Industrials 7.74 6.68
Utilities 1.87 -
Financial Services - 5.12
Technology - 0.25
Real Estate - 2.03

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