Mahindra Manulife Consumption Fund vs Kotak 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 Theme Consumption Theme
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 2.62% 2.43%
6 Month 8.03% 1.15%
1 Year 29.71% 23.45%
3 Year - 19.23%
5 Year - 17.68%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Mahindra Manulife Consumption Fund- Regular Plan - Growth
6 Month - -
1 Year 23.21% 11.74%
3 Year - 21.81%
5 Year - 20.95%

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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