Mahindra Manulife Consumption Fund- Regular Plan - Growth
Category: Equity: Thematic-Consumption
Launch Date: 13-11-2018
AUM:
₹ 195.4 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 | 38.16 | 19.93 | 17.27 |
| Nifty India Consumption TRI | 38.94 | 22.52 | 19.88 |
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
22.3318
Last change
0.14 (0.6251%)
Fund Size (AUM)
₹ 195.4 Cr
Performance
15.44% (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. | 6.98 |
| Bharti Airtel Ltd. | 5.69 |
| Mahindra & Mahindra Ltd. | 5.13 |
| Maruti Suzuki India Ltd. | 5.08 |
| Hindustan Unilever Ltd. | 3.93 |
| Others | 3.85 |
| Varun Beverages Ltd. | 3.25 |
| Hero Motocorp Ltd. | 3.09 |
| United Spirits Ltd. | 3.03 |
| Dabur India Ltd. | 2.75 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 37.7 |
| Automobile | 18.48 |
| Services | 15.6 |
| Communication | 10.68 |
| Others | 3.98 |
| Healthcare | 2.74 |
| Energy | 2.62 |
| Capital Goods | 2.02 |
| Construction | 1.84 |
| Consumer Discretionary | 1.45 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Consumption Fund Reg Gr | 17.27 |
| Nippon India Consumption Gr Gr | 24.73 |
| ICICI Pru Bharat Consumption Gr | 19.59 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.42 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 21.12 |
| UTI India Consumer Reg Gr | 17.6 |
| Mirae Asset Great Consumer Reg Gr | 20.74 |
| Sundaram Consumption Reg Gr | 16.84 |
| Tata India Consumer Reg Gr | 19.73 |
| SBI Consumption Opportunities Reg Gr | 22.16 |