Mahindra Manulife Consumption Fund - Regular Plan - IDCW

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.

16.5622

13.84%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 2x
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
Sharpe Ratio
Alpha
Beta
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 - IDCW 13-11-2018 39.89 22.26 20.64 14.75 -
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 43.11 24.97 25.3 17.88 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 42.5 22.01 21.79 17.63 -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 41.67 25.71 26.44 22.29 16.04
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 40.41 22.85 21.25 15.1 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 40.37 23.34 21.83 20.27 19.12
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 40.22 23.26 23.26 18.91 18.0
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 37.92 21.95 20.8 15.12 16.5
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 37.9 20.49 - - -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 37.84 17.73 18.92 15.58 12.77

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

Feedback
Notification