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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) ₹559 Cr ₹2671 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 -4.98% -5.79%
6 Month -3.55% -3.85%
1 Year -0.45% -2.68%
3 Year 14.71% 17.57%
5 Year 13.42% 14.58%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month -4.15% -4.18%
1 Year 0.59% 1.53%
3 Year 8.25% 10.63%
5 Year 11.81% 13.77%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Year 10.94% 16.15%
3 Year 16.82% 17.37%
5 Year 17.61% 17.22%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 11.06% 12.98%
Sharp 0.76% 0.92%
Beta 0.92% 0.9%
Alpha -1.65% 1.24%

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 11.28 13.21
Large Cap 64.95 48.18
Mid Cap 7.15 11.88
Small Cap 16.63 26.72

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 3.68 5.42
Consumer Cyclical 41.55 33.37
Consumer Defensive 27.28 38.02
Basic Materials 2.61 1
Healthcare 1.53 2.66
Real Estate 1.5 -
Communication Services 10.97 -
Industrials 7.64 6.1
Utilities 1.76 -
Technology 1.47 4.55
Financial Services - 8.87

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