SBI Consumption Opportunities Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
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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