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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) ₹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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