Aditya Birla Sun Life India Gennext 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 Aditya Birla Sun Life India Gennext Fund-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 Aditya Birla Sun Life India Gennext Fund-Growth Option
Fund Mahindra Manulife Consumption Fund- Regular Plan - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹397 Cr ₹5854 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Nov 2018 05 Aug 2005
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 10%
Expense Ratio 2.37 1.85
Manager Abhinav Khandelwal Dhaval Joshi
ISIN Code INF174V01630 INF209K01447
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 Aditya Birla Sun Life India GenNext Fund - Regular Plan - 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 Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Month 2.43% 1.21%
6 Month 1.15% 2.17%
1 Year 23.45% 20.5%
3 Year 19.23% 16.83%
5 Year 17.68% 17.96%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month - -
1 Year 11.74% 11.36%
3 Year 21.81% 19.43%
5 Year 20.95% 20.26%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year 13.73% 16.39%
3 Year 18.52% 15.82%
5 Year 15.71% 16.74%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation 11.06% 11.81%
Sharp 1.23% 0.69%
Beta 0.77% 0.87%
Alpha 2.22% -1.11%

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Fund Managers

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Name Abhinav Khandelwal Dhaval Joshi
Total AUM ₹5522 Cr ₹361932 Cr
Fund Manage 5 55
Mahindra Manulife Consumption Fund- Regular Plan - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option

Market Cap

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 6.4 0.36
Large Cap 57.49 64.88
Mid Cap 10.16 16.63
Small Cap 25.95 17.58

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 6.4 0.36
Personal Products 5.71 5.3
Consumer Durables 10.31 11.4
Healthcare Services 2.05 1.81
Diversified FMCG 12.4 7.51
Paper, Forest & Jute Products 2 -
Leisure Services 4.52 2.25
Automobiles 14.83 11.96
Agricultural Food & other Products 2.43 1.73
Telecom - Services 6.86 4.8
Retailing 12.82 12.9
Beverages 4.43 5.85
Food Products 4.25 3.59
Power 2.88 -
Realty 0.5 0.53
Household Products 3.48 -
Textiles & Apparels 0.87 0.51
Auto Components 2.81 0.71
Media 0.45 -
Industrial Products - 1.01
Cement & Cement Products - 1.67
Banks - 12.64
Pharmaceuticals & Biotechnology - 5.05
Insurance - 3.61
Finance - 2.8
Entertainment - 0.36
Chemicals & Petrochemicals - 0.41
Transport Services - 0.69

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