• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Consumption Fund (Growth)

Formerly Mahindra Manu Rural Bharat&Consmp Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Consumption Fund (Growth)

EquitySectoral / Thematic - Consumption

14.0943

NAV (Mar 22)

NA
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

Sectoral / thematic - consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.0943

NAV (Mar 22)

Fund Returns

Last 1Y

3.6%

Last 3Y

19.3%

Last 5Y

NA

Last 10Y

NA

Since Inception

8.1%

6 Month CAGR

-7.7%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India.

Expense Ratio

2.53

Launched (5y ago)

Nov 16, 2018

AUM in Crores

54.315

ISIN

INF174V01630

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.4

Standard Deviation (5yr)

0

Beta (3yr)

1

Beta (5yr)

0

Sharpe Ratio (3yr)

0.425

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Fatema Pacha

Fund Manager

Abhinav Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Consumption Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-03-22

Top Stock Holdings

itc ltd

9.1%
9.1%

hindustan unilever ltd

8%
8%

maruti suzuki india ltd

7.9%
7.9%

bharti airtel ltd

7.5%
7.5%

hdfc bank ltd

7.3%
7.3%
See all holdings

Allocation by Sector

consumer defensive

38.3%
38.3%

consumer cyclical

35.5%
35.5%

financial services

8.6%
8.6%

communication services

7.5%
7.5%

industrials

3.3%
3.3%
See all sectors

Compare Mahindra Manulife Consumption Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,707 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,25 debt and 9 hybrid funds.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.2%

    7.4%

    14.7%

    7.7%

    14.8%

    7.7%

    30.3%

    12.4%

    28.8%

    11.1%

    Mahindra Manulife Consumption Fund (G) Review

    Mahindra Manulife Consumption Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 8.1% over a period of 4 years. The fund was previously known as Mahindra Manu Rural Bharat&Consmp Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Fatema Pacha.

    Nav of Mahindra Manulife Consumption Fund (G) as of 3/22/2023 is ₹14.09 with the total AUM as of 3/23/2023 is ₹54.315. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Consumption Fund (G) was launched on Nov 16, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Mahindra Manulife Consumption Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Mahindra Manulife Consumption Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty India Consumption TR INR.

    Mahindra Manulife Consumption Fund (G) is rated as a 1 fund in Equity and delivered 3.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Consumption Fund (G).

    Frequently Asked Questions

    What is Mahindra Manulife Consumption Fund (G)?

    Mahindra Manulife Consumption Fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Mahindra Manulife Consumption Fund (G)?

    You can invest in Mahindra Manulife Consumption Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Mahindra Manulife Consumption Fund (G)?

    The minimum sip amount for Mahindra Manulife Consumption Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Mahindra Manulife Consumption Fund (G) good to invest in?

    As per Scripbox experts, Mahindra Manulife Consumption Fund (G) is a Not Recommended fund. You can investMahindra Manulife Consumption Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Mahindra Manulife Consumption Fund (G)?

    The expense ratio of the Mahindra Manulife Consumption Fund (G) is 2.53% for regular plan.