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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) ₹515 Cr ₹696 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 3.35% 4.16%
6 Month 12.71% 12.37%
1 Year -2.03% -0.87%
3 Year 16.52% 13.58%
5 Year 19.79% 17.3%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 3.35% 3.47%
1 Year 1.13% 1.28%
3 Year 13.11% 12.68%
5 Year 14.97% 13.2%

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 13.53% 14.33%
Sharp 0.68% 0.51%
Beta 0.90% 0.92%
Alpha 0.22% -1.92%

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 8.41 4.94
Large Cap 61.05 74.18
Mid Cap 9.98 9.71
Small Cap 20.56 11.17

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.86 1.47
Consumer Defensive 27.31 24.67
Consumer Cyclical 43.33 41.9
Basic Materials 3.77 3.32
Healthcare 1.99 3.27
Communication Services 8.64 10.79
Industrials 8.1 6.78
Utilities 2.01 -
Financial Services - 5.79
Real Estate - 2

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