UTI India Consumer Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹563 Cr | ₹735 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 17% |
| Expense Ratio | 2.37 | 2.44 |
| Manager | Abhinav Khandelwal | Vishal Chopda |
| ISIN Code | INF174V01630 | INF789F01CE6 |
| 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 | UTI India Consumer Fund - Growth charges 1.0% 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 | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.3% | -0.37% |
| 6 Month | 5.07% | 6.12% |
| 1 Year | -0.41% | 1.66% |
| 3 Year | 14.78% | 13.96% |
| 5 Year | 16.42% | 14.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 2.63% |
| 1 Year | 11.75% | 14.49% |
| 3 Year | 13.13% | 14.02% |
| 5 Year | 14.63% | 13.62% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.32% | 11.31% |
| 3 Year | 17.02% | 12.1% |
| 5 Year | 17.86% | 12.27% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.50% | 12.1% |
| Sharp | 0.64% | 0.57% |
| Beta | 0.92% | 0.97% |
| Alpha | 0.05% | -3.01% |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Vishal Chopda |
| Total AUM | ₹5522 Cr | ₹6487 Cr |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.3 | 2.05 |
| Large Cap | 62.81 | 69.7 |
| Mid Cap | 8.05 | 20.17 |
| Small Cap | 19.85 | 8.07 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.06 | 2.05 |
| Consumer Defensive | 26.67 | - |
| Consumer Cyclical | 40.32 | - |
| Basic Materials | 4.19 | - |
| Healthcare | 1.67 | - |
| Communication Services | 11.31 | - |
| Industrials | 7.6 | - |
| Utilities | 1.87 | - |
| Technology | 1.3 | - |
| Industrial Products | - | 3.36 |
| Retailing | - | 16.47 |
| Consumer Durables | - | 14.74 |
| Diversified FMCG | - | 7.16 |
| Banks | - | 1.61 |
| Automobiles | - | 21.01 |
| Personal Products | - | 3.2 |
| Agricultural Food & other Products | - | 2.54 |
| Beverages | - | 3.12 |
| Realty | - | 2.15 |
| Food Products | - | 3.38 |
| Finance | - | 1.99 |
| Leisure Services | - | 2.26 |
| Telecom - Services | - | 8.18 |
| Textiles & Apparels | - | 1.06 |
| Financial Technology (Fintech) | - | 0.67 |
| Healthcare Services | - | 3.27 |
| Entertainment | - | 0.97 |
| Insurance | - | 0.8 |
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