Mahindra Manulife Consumption Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Chart Comparison
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) | ₹1231 Cr | ₹435 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 | 2.12 | 2.37 |
Manager | Abhishek Bisen | Abhinav Khandelwal |
ISIN Code | INF174KA1PM5 | INF174V01630 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | 4.46% | 5.45% |
6 Month | -16.35% | -19.11% |
1 Year | 15.23% | 3.89% |
3 Year | - | 15.26% |
5 Year | - | 21.49% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Mahindra Manulife Consumption Fund- Regular Plan - Growth |
---|---|---|
6 Month | -6.71% | -7.7% |
1 Year | -7.58% | -15.39% |
3 Year | - | 12.34% |
5 Year | - | 15.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Mahindra Manulife Consumption Fund- Regular Plan - Growth |
---|---|---|
1 Year | 28.26% | 14.24% |
3 Year | - | 18.43% |
5 Year | - | 16.21% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | Mahindra Manulife Consumption Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 14.789% |
Sharp | - | 0.524% |
Beta | - | 0.933% |
Alpha | - | 1.52% |
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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 |
Funds Managed | 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 | 3.37 | 6 |
Small Cap | 29.06 | 22.5 |
Large Cap | 60.18 | 58.5 |
Mid Cap | 7.38 | 13 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
---|---|---|
Others | 2.03 | 4.26 |
Basic Materials | 1.72 | 3.48 |
Consumer Cyclical | 38.7 | 40.78 |
Technology | 0 | - |
Industrials | 7.04 | 7.34 |
Consumer Defensive | 28.95 | 30.14 |
Communication Services | 12.25 | 9.87 |
Healthcare | 9.04 | 1.95 |
Real Estate | 0.28 | 0 |
Utilities | - | 2.18 |
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