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) | ₹540 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 | -0.48% | 0.32% |
6 Month | 9.17% | 10.39% |
1 Year | -2.45% | -1.06% |
3 Year | 16.64% | 15.07% |
5 Year | 20.14% | 18.51% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.86% | 4% |
1 Year | 10.82% | 13.73% |
3 Year | 13.93% | 14.64% |
5 Year | 15.15% | 14% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.98% | 11.63% |
3 Year | 17.65% | 12.05% |
5 Year | 17.62% | 12.22% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.48% | 14.12% |
Sharp | 0.62% | 0.45% |
Beta | 0.91% | 0.92% |
Alpha | -0.18% | -2.20% |
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 | 9.71 | 6.98 |
Large Cap | 62.85 | 74.1 |
Mid Cap | 8.45 | 9.2 |
Small Cap | 18.99 | 9.72 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.79 | 3.1 |
Consumer Defensive | 27.37 | 23.79 |
Consumer Cyclical | 42.4 | 42.34 |
Basic Materials | 3.4 | 3.09 |
Healthcare | 1.69 | 3.26 |
Communication Services | 9.74 | 10.33 |
Industrials | 7.74 | 6.68 |
Utilities | 1.87 | - |
Financial Services | - | 5.12 |
Technology | - | 0.25 |
Real Estate | - | 2.03 |
Top Comparisons
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Kotak Large Cap Fund - Growth
3Y Returns16.61%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns16.47%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.54%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Kotak Midcap Fund - Growth
3Y Returns22.68%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.8%