Kotak Consumption Fund vs Mahindra Manulife Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon Mahindra Manulife Consumption 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 Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Fund Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹397 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 13 Nov 2018
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI NIFTY India Consumption TRI
Turn Over % 123%
Expense Ratio 2.16 2.37
Manager Abhishek Bisen Abhinav Khandelwal
ISIN Code INF174KA1PM5 INF174V01630
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Month -2.95% -4.26%
6 Month 1.23% -5.63%
1 Year 24.08% 14.92%
3 Year - 17.09%
5 Year - 15.75%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
6 Month - -
1 Year 18.4% 7.77%
3 Year - 21.06%
5 Year - 20.5%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
1 Year - 13.73%
3 Year - 18.52%
5 Year - 15.71%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Standard Deviation - 11.06%
Sharp - 1.23%
Beta - 0.77%
Alpha - 2.22%

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Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
Name Abhishek Bisen Abhinav Khandelwal
Total AUM ₹0 Cr ₹5522 Cr
Fund Manage 33 5
Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Others 1.54 6.4
Small Cap 27.35 25.95
Large Cap 44.65 57.49
Mid Cap 26.46 10.16

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Others 1.54 6.4
Consumer Staples 35.85 -
Healthcare 5.97 -
Automobile 21.45 -
Services 13.07 -
Consumer Discretionary 4.66 -
Communication 9.4 -
Capital Goods 2.4 -
Materials 4.83 -
Construction 0.83 -
Personal Products - 5.71
Consumer Durables - 10.31
Healthcare Services - 2.05
Diversified FMCG - 12.4
Paper, Forest & Jute Products - 2
Leisure Services - 4.52
Automobiles - 14.83
Agricultural Food & other Products - 2.43
Telecom - Services - 6.86
Retailing - 12.82
Beverages - 4.43
Food Products - 4.25
Power - 2.88
Realty - 0.5
Household Products - 3.48
Textiles & Apparels - 0.87
Auto Components - 2.81
Media - 0.45

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