Mahindra Manulife Consumption Fund- Regular Plan - Growth
Category: Equity: Thematic-Consumption
Launch Date: 13-11-2018
AUM:
₹ 177.31 Cr
Expense Ratio
2.38%
Benchmark
NIFTY India Consumption TRI
ISIN
INF174V01630
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Abhinav Khandelwal, Fatema Pacha
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | 35.7 | 19.88 | 16.45 |
| Nifty India Consumption TRI | 35.19 | 22.01 | 19.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
20.7359
Last change
0.16 (0.762%)
Fund Size (AUM)
₹ 177.31 Cr
Performance
14.15% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Abhinav Khandelwal, Fatema Pacha
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ITC Ltd. | 6.39 |
| Bharti Airtel Ltd. | 6.04 |
| Maruti Suzuki India Ltd. | 5.78 |
| Mahindra & Mahindra Ltd. | 3.95 |
| Varun Beverages Ltd. | 3.3 |
| Hero Motocorp Ltd. | 3.02 |
| Tata Power Company Ltd. | 2.96 |
| Indus Towers Ltd. | 2.9 |
| Others | 2.78 |
| Trent Ltd. | 2.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 33.16 |
| Services | 18.06 |
| Automobile | 17.36 |
| Communication | 10.7 |
| Consumer Discretionary | 3.96 |
| Healthcare | 3.08 |
| Energy | 2.96 |
| Construction | 2.81 |
| Others | 2.71 |
| Capital Goods | 1.94 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Consumption Fund Reg Gr | 16.45 |
| ICICI Pru Bharat Consumption Gr | 18.78 |
| Nippon India Consumption Gr Gr | 23.67 |
| Tata India Consumer Reg Gr | 18.8 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.25 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.51 |
| Mirae Asset Great Consumer Reg Gr | 20.14 |
| UTI India Consumer Reg Gr | 16.69 |
| Sundaram Consumption Reg Gr | 16.21 |
| SBI Consumption Opportunities Reg Gr | 20.63 |