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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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 445.91 Cr As on 31-03-2025(Source:AMFI)
Turn over: 87% | Exit Load: Exit load of 1%, if redeemed within 3 months.
NAV as on 29-04-2025

16.2937

0.01 (0.0436%)

CAGR Since Inception

12.32%

Benchmark: 14.71%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
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 10 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 11.06
Sharpe Ratio 1.07
Alpha 0.01
Beta 0.69
Yield to Maturity 6.56
Average Maturity 2.0

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 4.2 20.09 15.76 20.08 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 12.77 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 12.45 23.37 18.18 21.91 14.3
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 11.05 24.81 17.58 22.49 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 10.36 22.59 16.9 21.64 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 9.78 21.23 16.12 22.61 14.96
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 9.34 23.85 19.37 27.5 14.71
HSBC Consumption Fund - Regular Growth 31-08-2023 8.32 - - - -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 7.95 - - - -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 7.35 22.27 17.73 23.45 15.55

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

23.39%

Others

5.27%

Large Cap

58.4%

Mid Cap

12.94%

Scheme Documents

There are no scheme documents available

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