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Mahindra Manulife Consumption Fund- Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 13-11-2018
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 2.38% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 159.07 Cr As on (31-03-2024)
Turn over: 98% | Exit Load: Exit load of 1%, if redeemed within 3 months.
NAV as on 18-04-2024

20.0042

-0.09 (-0.4314%)

CAGR Since Inception

13.59%

Benchmark: 14.8%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.32
Sharpe Ratio 1.2
Alpha 1.7
Beta 0.67
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 37.56 20.14 19.61 14.29 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 40.39 19.15 19.75 16.9 -
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 39.41 23.0 23.14 17.27 -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 38.1 22.96 24.65 21.31 15.8
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 37.06 20.95 21.31 17.97 17.74
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 36.94 20.13 20.13 19.25 18.8
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 35.27 18.08 - - -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 35.21 19.72 25.55 18.33 16.89
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 33.72 15.08 16.59 14.51 12.38
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 33.66 19.17 18.49 14.13 16.22

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

21.67%

Others

9.27%

Large Cap

59.28%

Mid Cap

9.78%

Scheme Documents

There are no scheme documents available

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