- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Consumption Fund (Growth)
Formerly Mahindra Manu Rural Bharat&Consmp Reg Gr
Mahindra Manulife Consumption Fund (Growth)
₹ 18.1977
NAV (Dec 01)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.1977
NAV (Dec 1)
Fund Returns
Last 1Y | 18.1% |
Last 3Y | 19.9% |
Last 5Y | 12.5% |
Last 10Y | NA |
Since Inception | 12.5% |
6 Month CAGR | 14.5% |
Scheme Information
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 | 2.37 |
Launched (5y ago) | Nov 16, 2018 |
AUM in Crores | 96.449 |
ISIN | INF174V01630 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.72 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 1.192 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Consumption Fund (Growth) | 9,97,347 | 2,64,735 | 12.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
maruti suzuki india ltd
6.5%bharti airtel ltd
6.4%hindustan unilever ltd
5.2%itc ltd
5.1%hero motocorp ltd
4.3%Allocation by Sector
consumer cyclical
39%consumer defensive
34.7%communication services
11.5%financial services
3.2%healthcare
2.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.5% | ||
11.4% | 8.6% | ||
4.9% | 5.8% | ||
11% | 8.9% | ||
11% | 8.9% |
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 12.5% 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 12/1/2023 is ₹18.20 with the total AUM as of 12/2/2023 is ₹96.449. 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 18.1% 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)?
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 2.37% for regular plan.