Submit

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: 2.37% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 439.86 Cr As on 31-12-2024(Source:AMFI)
Turn over: 87% | Exit Load: Exit load of 1%, if redeemed within 3 months.
NAV as on 04-02-2025

22.2343

0.01 (0.0378%)

CAGR Since Inception

13.66%

Benchmark: 14.95%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 13.28
Sharpe Ratio 0.84
Alpha 1.59
Beta 0.85
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 - Growth 13-11-2018 14.79 23.69 17.1 15.77 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 23.86 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 21.74 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 20.38 25.6 18.65 16.76 14.21
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 20.31 25.43 17.24 18.63 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 19.98 28.33 18.55 18.73 -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 18.68 - - - -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 18.46 22.28 12.72 14.82 10.49
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 16.64 24.94 19.69 22.39 13.56
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 16.58 23.14 16.44 18.9 15.15

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

25.19%

Others

4.53%

Large Cap

58.47%

Mid Cap

11.81%

Scheme Documents

There are no scheme documents available

Feedback
Notification