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SBI Consumption Opportunities Fund vs Mahindra Manulife Consumption Fund compare

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

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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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 SBI Consumption Opportunities Fund - Regular - Growth
Fund Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹565 Cr ₹3219 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Nov 2018 01 Jan 2013
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 42%
Expense Ratio 2.37 1.98
Manager Abhinav Khandelwal Pradeep Kesavan
ISIN Code INF174V01630 INF200K01VR6
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 SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 SBI Consumption Opportunities Fund - Regular - Growth
1 Month -1.41% -1.24%
6 Month 4.2% 0.72%
1 Year -1.11% -7.49%
3 Year 14.54% 13.13%
5 Year 15.96% 19.57%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
6 Month 0.39% -1.32%
1 Year 9.49% 1.64%
3 Year 11.77% 8.5%
5 Year 13.69% 13.55%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
1 Year 11.32% 16.46%
3 Year 17.02% 16.53%
5 Year 17.86% 15.25%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation 13.54% 13.96%
Sharp 0.61% 0.51%
Beta 0.93% 0.94%
Alpha 0.29% -0.97%

Fund Managers

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
Name Abhinav Khandelwal Pradeep Kesavan
Total AUM ₹5522 Cr ₹434274 Cr
Funds Managed 5 43
Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth

Market Cap

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

SBI Consumption Opportunities Fund - Regular - Growth

Others 9.3 4.66
Large Cap 62.81 49.04
Mid Cap 8.05 23.56
Small Cap 19.85 22.74

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

SBI Consumption Opportunities Fund - Regular - Growth

Others 5.06 1.6
Consumer Defensive 26.67 29.64
Consumer Cyclical 40.32 44.65
Basic Materials 2.53 7.83
Healthcare 1.67 -
Real Estate 1.66 -
Communication Services 11.31 6.24
Industrials 7.6 6.74
Utilities 1.87 -
Technology 1.3 1.81
Financial Services - 1.48

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