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  • Mahindra Mutual Fund
  • Mahindra Manulife Rural Bharat and Consumption Yojana fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Rural Bharat and Consumption Yojana fund (Growth)

EquitySectoral / Thematic - Consumption

15.0226

NAV (Nov 25)

10.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

15.0226

NAV (Nov 25)

Fund Returns

Last 1Y

8.3%

Last 3Y

14%

Last 5Y

NA

Last 10Y

NA

Since Inception

10.6%

6 Month CAGR

16.1%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/ or expected to benefit from the growth in rural India. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio

2.49

Launched (4y ago)

Nov 16, 2018

AUM in Crores

57.747

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)

1.02

Beta (5yr)

0

Sharpe Ratio (3yr)

0.532

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

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-11-25

Top Stock Holdings

bharti airtel ltd

8%
8%

hindustan unilever ltd

7.8%
7.8%

maruti suzuki india ltd

5.2%
5.2%

itc ltd

5.2%
5.2%

icici bank ltd

4%
4%
See all holdings

Allocation by Sector

consumer defensive

33.4%
33.4%

consumer cyclical

31.2%
31.2%

financial services

13%
13%

communication services

9.6%
9.6%

basic materials

4.7%
4.7%
See all sectors

Compare Mahindra Manulife Rural Bharat and Consumption Yojana fund (Growth)

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

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,230 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 12 hybrid funds.

amc-img

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

    22.8%

    14.7%

    5.1%

    5.5%

    11.1%

    8.4%

    4.1%

    5.6%

    10.9%

    8.8%

    Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) Review

    Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 10.6% over a period of 4 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Fatema Pacha.

    Nav of Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) as of 11/25/2022 is ₹15.02 with the total AUM as of 11/27/2022 is ₹57.747. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Rural Bharat and Consumption Yojana 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 Rural Bharat and Consumption Yojana 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 Rural Bharat and Consumption Yojana 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 Rural Bharat and Consumption Yojana fund (G) is rated as a 0 fund in Equity and delivered 8.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Rural Bharat and Consumption Yojana fund (G).

    Frequently Asked Questions

    What is Mahindra Manulife Rural Bharat and Consumption Yojana fund (G)?

    Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Mahindra Manulife Rural Bharat and Consumption Yojana fund (G)?

    You can invest in Mahindra Manulife Rural Bharat and Consumption Yojana 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 Rural Bharat and Consumption Yojana fund (G)?

    The minimum sip amount for Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) good to invest in?

    As per Scripbox experts, Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Rural Bharat and Consumption Yojana 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 Rural Bharat and Consumption Yojana fund (G)?

    The expense ratio of the Mahindra Manulife Rural Bharat and Consumption Yojana fund (G) is 2.49% for regular plan.