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  • Mahindra Manulife Consumption Fund- Regular Plan - Growth

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Category: Equity: Thematic-Consumption
Launch Date: 13-11-2018
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 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)
Turn over: 87
NAV (₹): 21.4969 ₹ -0.37 ( -1.7258%)
as on 25-04-2025
CAGR Since Inception - 12.58%
NIFTY India Consumption TRI - 14.78%

Fund Managers

Abhinav Khandelwal, Fatema Pacha


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.

PERFORMANCE of Mahindra Manulife Consumption Fund- Regular Plan - Growth

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Consumption Fund- Regular Plan - Growth 4.37 16.35 21.28 - 12.58
Nifty India Consumption TRI 11.92 18.49 22.36 14.23 14.78
Equity: Thematic-Consumption 7.39 17.22 23.29 14.26 10.86

RETURNS CALCULATOR for Mahindra Manulife Consumption Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Mahindra Manulife Consumption Fund- Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Consumption Fund- Regular Plan - Growth 11.06 0.52 -1.58 0.9 6.56 2.0
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mahindra Manulife Consumption Fund Reg Gr 13-11-2018 4.37 21.06 16.35 21.28 0.0
Kotak Consumption Fund Reg Gr 16-11-2023 12.93 0.0 0.0 0.0 0.0
Sundaram Consumption Reg Gr 12-05-2006 11.6 24.06 18.4 22.51 14.22
Tata India Consumer Reg Gr 05-12-2015 10.33 25.39 17.98 22.55 0.0
BARODA BNP PARIBAS India Consumption Fund Reg Gr 07-09-2018 10.08 23.21 16.92 22.08 0.0
ABSL India GenNext Fund Gr 05-08-2005 9.25 21.6 16.19 23.23 14.89
Nippon India Consumption Gr Gr 30-09-2004 8.97 24.25 19.86 27.62 14.62
HSBC Consumption Fund Reg Gr 31-08-2023 8.27 0.0 0.0 0.0 0.0
HDFC Non-Cyclical Consumer Fund Gr 05-07-2023 8.08 0.0 0.0 0.0 0.0
Canara Robeco Consumer Trends Fund Reg Gr 14-09-2009 7.12 22.63 17.68 23.78 15.52

Asset Allocation (%)

PORTFOLIO ANALYSIS of Mahindra Manulife Consumption Fund- Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)