Tata India Consumer Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹565 Cr | ₹2685 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 57.26% |
| Expense Ratio | 2.37 | 2 |
| Manager | Abhinav Khandelwal | Sonam Udasi |
| ISIN Code | INF174V01630 | INF277K010A2 |
| 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 | Tata India Consumer Fund - Growth charges 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.71% | -2.45% |
| 6 Month | 1.82% | 2.61% |
| 1 Year | 1.31% | -1.2% |
| 3 Year | 15.96% | 19.17% |
| 5 Year | 15.81% | 17.04% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.25% | 0.12% |
| 1 Year | 8.13% | 9.77% |
| 3 Year | 11.22% | 14% |
| 5 Year | 13.59% | 15.7% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.22% | 16.32% |
| 3 Year | 16.9% | 17.32% |
| 5 Year | 17.77% | 17.26% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.54% | 14.10% |
| Sharp | 0.61% | 0.79% |
| Beta | 0.93% | 0.92% |
| Alpha | 0.29% | 3.24% |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Sonam Udasi |
| Total AUM | ₹5522 Cr | ₹12959 Cr |
| Funds Managed | 5 | 6 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.64 | 9.72 |
| Large Cap | 63.43 | 45.5 |
| Mid Cap | 8.67 | 13.19 |
| Small Cap | 18.26 | 31.59 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.84 | 4.77 |
| Consumer Defensive | 26.89 | 32.53 |
| Consumer Cyclical | 40.05 | 33.22 |
| Basic Materials | 2.69 | 1.89 |
| Healthcare | 1.69 | 2.74 |
| Real Estate | 1.57 | - |
| Communication Services | 11.58 | - |
| Industrials | 7.6 | 10.28 |
| Utilities | 1.79 | - |
| Technology | 1.29 | 5.76 |
| Financial Services | - | 8.8 |
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