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UTI 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 UTI India Consumer Fund - Regular Plan - Growth Option

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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 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) ₹529 Cr ₹717 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 5.68% 5.95%
6 Month 17.44% 18.26%
1 Year -6.01% -4.41%
3 Year 15.75% 13.11%
5 Year 20.05% 17.51%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 7.08% 7.26%
1 Year 14.2% 14.96%
3 Year 16.12% 15.93%
5 Year 16.5% 14.85%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 12.39% 11.82%
3 Year 17.92% 11.96%
5 Year 17.39% 12.16%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 13.45% 14.12%
Sharp 0.65% 0.46%
Beta 0.88% 0.89%
Alpha 1.77% -0.52%

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 8.41 4.94
Large Cap 61.05 74.18
Mid Cap 9.98 9.71
Small Cap 20.56 11.17

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.86 1.47
Consumer Defensive 27.31 24.67
Consumer Cyclical 43.33 41.9
Basic Materials 3.77 3.32
Healthcare 1.99 3.27
Communication Services 8.64 10.79
Industrials 8.1 6.78
Utilities 2.01 -
Financial Services - 5.79
Real Estate - 2

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