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) | ₹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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