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) | ₹435 Cr | ₹2940 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 | 1.76% | 0.17% |
6 Month | -1.14% | -3.28% |
1 Year | 4.1% | 6.95% |
3 Year | 18.25% | 18.64% |
5 Year | 22.19% | 29.01% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | 4.65% | 2.57% |
1 Year | -0.75% | -3.29% |
3 Year | 16.17% | 16.02% |
5 Year | 17.05% | 20.4% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 14.24% | 18.13% |
3 Year | 18.43% | 16.55% |
5 Year | 16.21% | 14.76% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | 14.789% | 14.843% |
Sharp | 0.524% | 0.668% |
Beta | 0.933% | 0.901% |
Alpha | 1.52% | 3.908% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6 | 4.25 |
Large Cap | 58.5 | 34.26 |
Mid Cap | 13 | 26.15 |
Small Cap | 22.5 | 35.34 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 4.26 | 4.25 |
Consumer Cyclical | 40.78 | 51.24 |
Consumer Defensive | 30.14 | 29.22 |
Basic Materials | 3.48 | 3.46 |
Healthcare | 1.95 | - |
Communication Services | 9.87 | 5.09 |
Industrials | 7.34 | 6.74 |
Utilities | 2.18 | - |
Real Estate | 0 | - |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.8%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.94%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns20.43%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns16.85%
Templeton India Value Fund - Growth Plan
3Y Returns22.38%
HSBC Value Fund - Regular Growth
3Y Returns25.59%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns20.59%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns14.61%