Mahindra Manulife Consumption Fund vs Tata India Consumer Fund compare

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

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tortoise-icon Tata India Consumer 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 Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Fund Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹397 Cr ₹2375 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Nov 2018 28 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 57.26%
Expense Ratio 2.37 2
Manager Abhinav Khandelwal Sonam Udasi
ISIN Code INF174V01630 INF277K010A2
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 Tata India Consumer Fund - Growth charges 0.25% 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 Tata India Consumer Fund-Regular Plan-Growth
1 Month -4.3% -5.07%
6 Month -2.71% 4.69%
1 Year 16.49% 21.38%
3 Year 16.24% 17.65%
5 Year 16.61% 20.39%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 4.53% 15.16%
3 Year 19.62% 24.35%
5 Year 19.39% 22.45%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Year 13.73% 19.26%
3 Year 18.52% 16.34%
5 Year 15.71% 15.94%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 11.06% 12.98%
Sharp 1.23% 1.06%
Beta 0.77% 0.92%
Alpha 2.22% -0.37%

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Fund Managers

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth
Name Abhinav Khandelwal Sonam Udasi
Total AUM ₹5522 Cr ₹12959 Cr
Fund Manage 5 6
Mahindra Manulife Consumption Fund- Regular Plan - Growth Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 6.4 9.1
Large Cap 57.49 42.05
Mid Cap 10.16 16.93
Small Cap 25.95 31.92

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 6.4 9.1
Personal Products 5.71 0.63
Consumer Durables 10.31 18.42
Healthcare Services 2.05 -
Diversified FMCG 12.4 9.91
Paper, Forest & Jute Products 2 -
Leisure Services 4.52 3.72
Automobiles 14.83 5.84
Agricultural Food & other Products 2.43 4
Telecom - Services 6.86 -
Retailing 12.82 14.09
Beverages 4.43 7.68
Food Products 4.25 8.7
Power 2.88 -
Realty 0.5 -
Household Products 3.48 6.31
Textiles & Apparels 0.87 1.25
Auto Components 2.81 0.94
Media 0.45 -
Industrial Products - 2.66
Capital Markets - 1.35
Chemicals & Petrochemicals - 1.19
Financial Technology (Fintech) - 1.65
Industrial Manufacturing - 1.61
Commercial Services & Supplies - 0.95

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