Mahindra Manulife Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
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) | ₹435 Cr | ₹5626 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 | Consumption |
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 | 5.45% | 5.75% |
6 Month | -19.11% | -16.16% |
1 Year | 3.89% | 7.82% |
3 Year | 15.26% | 15.05% |
5 Year | 21.49% | 23.55% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | -7.7% | -5.41% |
1 Year | -15.39% | -9.78% |
3 Year | 12.34% | 12.76% |
5 Year | 15.32% | 15.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 14.24% | 16.47% |
3 Year | 18.43% | 15.8% |
5 Year | 16.21% | 16.81% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | 14.789% | 11.81% |
Sharp | 0.524% | 0.49% |
Beta | 0.933% | 0.88% |
Alpha | 1.52% | -1.55% |
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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 |
Funds Managed | 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 | 0.82 |
Large Cap | 58.5 | 68.91 |
Mid Cap | 13 | 16.4 |
Small Cap | 22.5 | 13.87 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 4.26 | 0.64 |
Consumer Cyclical | 40.78 | 35.36 |
Consumer Defensive | 30.14 | 27.04 |
Basic Materials | 3.48 | 1.82 |
Healthcare | 1.95 | 6.57 |
Communication Services | 9.87 | 6.98 |
Industrials | 7.34 | 2.68 |
Utilities | 2.18 | - |
Real Estate | 0 | 0.59 |
Financial Services | - | 18.31 |
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