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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
20.21 -0.18 (-0.87%) NAV as on 12 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)159.07
  • CAGR 42.37%
  • 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 - 14 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 9.35
  • 6.36%
  • Net Receivables / (Payables)
  • 7.04
  • 4.79%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.19
  • Std Deviation 11.32%
  • 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 159.07 crores & has delivered CAGR of 14.86% 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, Maruti Suzuki India & Net Receivables / (Payables).

 

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 1.19 & a standard deviation of 11.32%.

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 14.86% & it has generated 42.37% 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 159.07 crores.
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