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: 2.37% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 396.99 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 87% | Exit Load: Exit load of 1%, if redeemed within 3 months. |
17.84
0.12 (0.676%)
13.84%
Benchmark: 14.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.95%
Others
5.12%
Large Cap
59.69%
Mid Cap
9.24%
Scheme Documents
There are no scheme documents available
