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Business News/Market/Market Stats/    Mahindra Manulife Consumption Fund Regular Growth

Mahindra Manulife Consumption Fund Regular Growth

+
  • Equity
  • Equity - Consumption
  • Rating N.A.
  • Plan
23.15 +0.07 (0.29%) NAV as on 16 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)195.40
  • CAGR 38.23%
  • Exit Load1.00%
  • Expense ratio2.38%
  • CategoryEquity
  • Min Investment1000
  • Min SIP500
  • Launch Date2018-11-16

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 13.65
  • 6.98%
  • Triparty Repo
  • 7.53
  • 3.85%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.15
  • Std Deviation 11.58%
  • Tracking Error 0.00%

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 195.40 crores & has delivered CAGR of 18.78% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.38%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include ITC, Bharti Airtel, Mahindra & Mahindra & Maruti Suzuki India.

 

The major sectors where the fund is invested are Personal & Household Prods., Auto & Truck Manufacturers, Food Processing & Tobacco.

 

Some of the similar funds are Mahindra Manulife Consumption Fund Regular Growth, UTI India Consumer Fund Regular Plan Growth, HDFC Non-Cyclical Consumer Fund Regular Growth, Kotak Consumption Fund Regular Growth, Quant Consumption Fund Regular Growth. Mahindra Manulife Consumption Fund Regular Growth has a sharpe ratio of 1.15 & a standard deviation of 11.58%.

FAQs about Mahindra Manulife Consumption Fund Regular Growth

According to the morning star rating Mahindra Manulife Consumption Fund Regular Growth has a Moderate risk & Exceptional return.
Mahindra Manulife Consumption Fund Regular Growth is managed by Fatema Pacha,Abhinav Khandelwal.
The expense ratio of Mahindra Manulife Consumption Fund Regular Growth is 2.38%.
The 5 year annualized return on Mahindra Manulife Consumption Fund Regular Growth is 18.78% & it has generated 38.23% 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 195.40 crores.
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