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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) ₹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 -0.81% -1.28%
6 Month 3.69% 4.39%
1 Year 1.68% -1.2%
3 Year 16.51% 19.84%
5 Year 15.9% 17.08%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month -1.99% -1.54%
1 Year 5.08% 6.42%
3 Year 11.03% 13.83%
5 Year 13.47% 15.57%

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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