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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 16-04-2025

16.1056

0.14 (0.8556%)

CAGR Since Inception

12.19%

Benchmark: 14.63%

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 5.93 20.95 14.83 20.49 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.67 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 12.89 23.39 17.18 22.13 13.49
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 12.2 23.37 15.82 21.86 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 12.04 25.88 16.73 22.05 -
HSBC Consumption Fund - Regular Growth 31-08-2023 11.32 - - - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 10.4 23.58 18.31 27.11 13.78
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 10.05 20.59 14.3 22.63 14.05
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 9.42 21.7 15.96 27.92 14.78
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 9.34 - - - -

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

24.3%

Others

6.44%

Large Cap

56.34%

Mid Cap

12.92%

Scheme Documents

There are no scheme documents available

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