Mahindra Manulife Consumption Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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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 SBI Consumption Opportunities Fund - Regular - Growth
Fund Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹229 Cr ₹2403 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Nov 2018 14 Jul 1999
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 42%
Expense Ratio 2.38 2.03
Manager Abhinav Khandelwal Pradeep Kesavan
ISIN Code INF174V01630 INF200K01VR6
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
1 Month -8.63% -9.22%
6 Month 4.59% 9.74%
1 Year 24.71% 25.5%
3 Year 16.27% 18.84%
5 Year 16.78% 21.46%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
6 Month - -
1 Year 17.14% 24.08%
3 Year 22.9% 25.67%
5 Year 21.25% 27.12%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
1 Year 13.73% 17.93%
3 Year 18.52% 16.4%
5 Year 15.71% 14.66%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation 11.06% 10.64%
Sharp 1.23% 1.64%
Beta 0.77% 0.63%
Alpha 2.22% 9.1%

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Fund Managers

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth
Name Abhinav Khandelwal Pradeep Kesavan
Total AUM ₹5522 Cr ₹434274 Cr
Fund Manage 5 43
Mahindra Manulife Consumption Fund- Regular Plan - Growth SBI Consumption Opportunities Fund - Regular - Growth

Market Cap

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

SBI Consumption Opportunities Fund - Regular - Growth

Others 7.97 3.51
Large Cap 56.6 32.68
Mid Cap 11.04 27.62
Small Cap 24.39 36.85

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

SBI Consumption Opportunities Fund - Regular - Growth

Others 5.82 3.51
Automobiles 15.75 9.5
Personal Products 7.59 5.96
Healthcare Services 1.48 -
Diversified FMCG 14.29 6.7
Paper, Forest & Jute Products 1.41 -
Leisure Services 3.27 9.23
Telecom - Services 7.28 5.72
Consumer Durables 6.15 21.58
Agricultural Food & other Products 0.97 -
Retailing 15.94 11.7
Beverages 3.18 7.16
Food Products 4.81 6.98
Power 1.89 -
Realty 0.76 -
Household Products 2.69 4.1
Auto Components 5.02 -
Textiles & Apparels 1.01 8.52
Media 0.69 -

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