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) | ₹559 Cr | ₹3162 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 | -5.76% | -5.81% |
| 6 Month | -3.99% | -7.25% |
| 1 Year | 1.53% | -5.49% |
| 3 Year | 14.83% | 12.05% |
| 5 Year | 14.56% | 16.06% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | -0.83% | -1.28% |
| 1 Year | 7.32% | 1.49% |
| 3 Year | 9.92% | 6.75% |
| 5 Year | 12.84% | 12.46% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.94% | 16.2% |
| 3 Year | 16.82% | 16.5% |
| 5 Year | 17.61% | 15.33% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 13.26% | 13.78% |
| Sharp | 0.70% | 0.58% |
| Beta | 0.92% | 0.94% |
| Alpha | 0.46% | -1.13% |
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 | 11.28 | 7.63 |
| Large Cap | 64.95 | 51.75 |
| Mid Cap | 7.15 | 21.5 |
| Small Cap | 16.63 | 19.12 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 3.68 | 2.29 |
| Consumer Cyclical | 41.55 | 46.81 |
| Consumer Defensive | 27.28 | 26.06 |
| Basic Materials | 2.61 | 8.45 |
| Healthcare | 1.53 | - |
| Real Estate | 1.5 | - |
| Communication Services | 10.97 | 6.59 |
| Industrials | 7.64 | 6.87 |
| Utilities | 1.76 | - |
| Technology | 1.47 | 1.44 |
| Financial Services | - | 1.49 |
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