Mahindra Manulife Consumption Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹489.39 Cr
Expense Ratio
2.65%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
16 Nov 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.12% | -- |
| 3 Months | -4.08% | -- |
| 6 Months | +5.08% | -- |
| 1 Year | -9.36% | -9.36% |
| 2 Years | -- | -6.96% |
| 3 Years | +22.85% | +7.1% |
| 5 Years | +51.52% | +8.67% |
| Since Launch | +108.7% | +9.77% |
Holdings as on 8 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 34.60 | 7.07 |
| Eternal | 33.54 | 6.85 |
| Bharti Airtel | 31.39 | 6.41 |
| Titan Company | 26.86 | 5.49 |
| Bajaj Auto | 20.74 | 4.24 |
| Trent | 15.78 | 3.22 |
| Maruti Suzuki India | 14.70 | 3.00 |
| ITC | 13.50 | 2.76 |
| TVS Motor Company | 12.35 | 2.52 |
| Hindustan Unilever | 11.90 | 2.43 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
15.73%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Consumption Fund Regular Growth | -9.36% | +7.1% | +8.67% |
| UTI India Consumer Fund Regular Plan Growth | -8.75% | +7.5% | +6.43% |
| Bajaj Consumption Fund Regular Growth | -8.45% | -- | -- |
| Bank of India Consumption Fund Regular Growth | -4.57% | -- | -- |
| SBI Nifty India Consumption Index Fund Regular Growth | -10.37% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India.
The Mahindra Manulife Consumption Fund Regular Growth has an AUM of 489.39 crores & has delivered CAGR of 8.67 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.65%. The minimum investment in Mahindra Manulife Consumption Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Eternal, Bharti Airtel, Titan Company.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Food Processing, Computer Services, Recreational Products.
Some of the similar funds are Mahindra Manulife Consumption Fund Regular Growth, UTI India Consumer Fund Regular Plan Growth, Bajaj Consumption Fund Regular Growth, Bank of India Consumption Fund Regular Growth, SBI Nifty India Consumption Index Fund Regular Growth. Mahindra Manulife Consumption Fund Regular Growth has a sharpe ratio of 0.29 & a standard deviation of 15.73%.
FAQs
According to the morning star rating Mahindra Manulife Consumption Fund Regular Growth has a Medium risk & Good return.
Mahindra Manulife Consumption Fund Regular Growth is managed by Fatema Pacha,Navin Matta.
The expense ratio of Mahindra Manulife Consumption Fund Regular Growth is 2.65%.
The 5 year annualized return on Mahindra Manulife Consumption Fund Regular Growth is 8.67% & it has generated -9.36% in the last 1 year.
The minimum investment in Mahindra Manulife Consumption Fund Regular Growth is 1000 Rs.
Mahindra Manulife Consumption Fund Regular Growth has an AUM of 489.39 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.