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Tata India Consumer 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 Tata India Consumer Fund-Regular Plan-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 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) ₹515 Cr ₹2482 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 3.04% 2.74%
6 Month 13.77% 13.27%
1 Year -3.1% 0.76%
3 Year 16.45% 18.48%
5 Year 19.54% 20.7%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month 3.35% 4.99%
1 Year 1.13% 4.04%
3 Year 13.11% 16.91%
5 Year 14.97% 17.36%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Year 12.39% 18.01%
3 Year 17.92% 17.1%
5 Year 17.39% 16.99%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 13.53% 14.29%
Sharp 0.68% 0.85%
Beta 0.90% 0.88%
Alpha 0.22% 3.37%

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 8.41 4.36
Large Cap 61.05 46.86
Mid Cap 9.98 15.18
Small Cap 20.56 33.6

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 4.86 3.84
Consumer Defensive 27.31 31.9
Consumer Cyclical 43.33 34.42
Basic Materials 3.77 2.38
Healthcare 1.99 4.17
Communication Services 8.64 -
Industrials 8.1 11.97
Utilities 2.01 -
Financial Services - 7.93
Real Estate - 0
Technology - 3.39

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