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Compare Mahindra Manulife Consumption Fund vs SBI Consumption Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.38 | 1.98 |
NAV | ₹21.35 | ₹299.46 |
Fund Started | 19 Oct 2018 | 01 Jan 2013 |
Fund Size | ₹478.98 Cr | ₹3028.16 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.38
1.98
NAV
₹21.35
₹299.46
Fund Started
19 Oct 2018
01 Jan 2013
Fund Size
₹478.98 Cr
₹3028.16 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | 4.57% | 7.42% |
3 Year | 17.94% | 17.61% |
5 Year | 21.08% | 28.64% |
1 Year
4.57%
7.42%
3 Year
17.94%
17.61%
5 Year
21.08%
28.64%
Holding Analysis
Equity | 94.73% | 95.32% |
Cash | 5.27% | 4.57% |
Equity
94.73%
95.32%
Cash
5.27%
4.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ITC Ltd. | 5.62% |
Bharti Airtel Ltd. | 5.48% |
Hindustan Unilever Ltd. | 4.75% |
Mahindra & Mahindra Ltd. | 4.46% |
Trent Ltd. | 3.52% |
Eternal Ltd. | 3.05% |
Maruti Suzuki India Ltd. | 2.95% |
Titan Company Ltd. | 2.47% |
Blue Star Ltd. | 2.33% |
Tata Power Company Ltd. | 2.19% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.49% |
Ganesha Ecosphere Ltd. | 5.41% |
Jubilant FoodWorks Ltd. | 4.89% |
Britannia Industries Ltd. | 4.15% |
United Breweries Ltd. | 4.05% |
Berger Paints India Ltd. | 4.05% |
Hindustan Unilever Ltd. | 3.70% |
Maruti Suzuki India Ltd. | 3.57% |
ITC Ltd. | 3.46% |
Page Industries Ltd. | 2.97% |
Fund Manager
Name | Fatema Pacha | Saurabh Pant |
Start Date | 21 Dec 2020 | 01 Jan 2022 |
Name
Fatema Pacha
Saurabh Pant
Start Date
21 Dec 2020
01 Jan 2022
About Fund
Description | The Scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India. | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space. |
Launch Date | 19 Oct 2018 | 01 Jan 2013 |
Description
The Scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India.
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.
Launch Date
19 Oct 2018
01 Jan 2013