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 | 0.17% | -0.8% |
6 Month | -6.23% | -8.83% |
1 Year | -1.52% | -0.08% |
3 Year | 19.39% | 19.82% |
5 Year | 20.27% | 26.45% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | 4.09% | 1.97% |
1 Year | -3.8% | -7.41% |
3 Year | 13.72% | 13.15% |
5 Year | 15.59% | 18.42% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 13.12% | 17.57% |
3 Year | 17.8% | 16.62% |
5 Year | 16.79% | 14.92% |
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% |
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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 | - |
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