• 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

20.1187

NAV (Apr 19)

14.4%
5 Year CAGR
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

20.1187

NAV (Apr 19)

Fund Returns

Last 1Y
38.7%
Last 3Y
20.6%
Last 5Y
14.4%
Last 10Y
NA
Since Inception
13.7%
6 Month CAGR
16.5%

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
2.38
Launched (6y ago)
Nov 16, 2018
AUM in Crores
159.071
ISIN
INF174V01630
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.3
Standard Deviation (5yr)
17.5
Beta (3yr)
0.72
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.191
Sharpe Ratio (5yr)
0.566
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%10,47,861 3,15,24914.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-04-19

Top Stock Holdings

itc ltd

7%
7%

bharti airtel ltd

6.3%
6.3%

net receivables / (payables)

5.1%
5.1%

maruti suzuki india ltd

5.1%
5.1%

mahindra & mahindra ltd

3.9%
3.9%
See all holdings

Allocation by Sector

consumer cyclical

35.7%
35.7%

consumer defensive

33.8%
33.8%

communication services

9.7%
9.7%

industrials

5.7%
5.7%

real estate

3.8%
3.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 19,790 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.9%

9%

5.5%

5.9%

7.8%

8.2%

7.8%

8.2%

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 13.7% over a period of 5 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 4/19/2024 is ₹20.12 with the total AUM as of 4/20/2024 is ₹159.071. 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 Nifty India Consumption TR INR.

Mahindra Manulife Consumption Fund (G) is rated as a 1 fund in Equity and delivered 38.7% 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 2.38% for regular plan.