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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 | 2.37 | 1.97 |
NAV | ₹22.47 | ₹312.50 |
Fund Started | 19 Oct 2018 | 01 Jan 2013 |
Fund Size | ₹495.23 Cr | ₹3051.86 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
2.37
1.97
NAV
₹22.47
₹312.50
Fund Started
19 Oct 2018
01 Jan 2013
Fund Size
₹495.23 Cr
₹3051.86 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 | 0.46% | 2.03% |
3 Year | 19.70% | 20.61% |
5 Year | 20.12% | 26.75% |
1 Year
0.46%
2.03%
3 Year
19.70%
20.61%
5 Year
20.12%
26.75%
Holding Analysis
Equity | 93.14% | 94.83% |
Cash | 6.86% | 5.07% |
Equity
93.14%
94.83%
Cash
6.86%
5.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.28% |
ITC Ltd. | 5.17% |
Mahindra & Mahindra Ltd. | 4.49% |
Hindustan Unilever Ltd. | 4.44% |
Eternal Ltd. | 4.16% |
Trent Ltd. | 3.36% |
Maruti Suzuki India Ltd. | 3.28% |
Titan Company Ltd. | 2.72% |
Avenue Supermarts Ltd. | 2.44% |
Tata Power Company Ltd. | 2.06% |
Name | Assets |
|---|---|
ITC Ltd. | 5.43% |
Bharti Airtel Ltd. | 5.05% |
Jubilant FoodWorks Ltd. | 4.59% |
Ganesha Ecosphere Ltd. | 4.56% |
Maruti Suzuki India Ltd. | 4.44% |
Britannia Industries Ltd. | 4.41% |
Berger Paints India Ltd. | 4.38% |
Hindustan Unilever Ltd. | 4.04% |
United Breweries Ltd. | 3.81% |
Colgate-Palmolive (India) Ltd. | 3.42% |
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