- Mutual Funds
- Mahindra Manulife Mutual Fund
- Mahindra Manulife Consumption Fund (G)
Mahindra Manulife Consumption Fund (G)
₹ 24.706
NAV (Oct 15)
Sectoral / Thematic - Consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.706
NAV (Oct 15)
Fund Returns
Last 1Y | 42.5% |
Last 3Y | 20.2% |
Last 5Y | 20.2% |
Last 10Y | NA |
Since Inception | 16.4% |
6 Month CAGR | 21.9% |
Scheme Information
The Scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India.
Expense Ratio | 2.38 |
Launched (0y ago) | 2.38 |
AUM in Crores | 376.4 |
ISIN | INF174V01630 |
Lock-in | - |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.9 |
Beta | 0.7 |
Sharpe Ratio | 1.3 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Consumption Fund (G) | 12,23,024 | 4,90,412 | 20.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Hindustan Unilever Ltd.
7.2%ITC Ltd.
7.1%Bharti Airtel Ltd.
4.3%Others
4.2%Maruti Suzuki India Ltd.
4.2%Allocation by Sector
Consumer Staples
35.6%Services
19.2%Automobile
18.8%Communication
7.3%Consumer Discretionary
3.4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Mahindra Manulife Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8% | 9.5% | ||
6.1% | 6% | ||
19% | 19.1% | ||
24% | 20.6% | ||
13.7% | 14% |
Mahindra Manulife Consumption Fund (G) Review
Mahindra Manulife Consumption Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 16.438% over a period of 5 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Abhinav Khandelwal, Fatema Pacha.
Nav of Mahindra Manulife Consumption Fund (G) as of 10/15/2024 is ₹24.71 with the total AUM as of 10/16/2024 is ₹376.4392. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Consumption Fund (G) was launched on 2018-11-13. The category risk of the fund is Average.
The minimum SIP amount for Mahindra Manulife Consumption Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Mahindra Manulife Consumption Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY India Consumption Total Return Index.
It is rated as a 1 fund in Equity and delivered 42.458% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Consumption Fund (G).
Frequently Asked Questions
What is Mahindra Manulife Consumption Fund (G)?
How to invest in Mahindra Manulife Consumption Fund (G)?
You can invest in Mahindra Manulife Consumption Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Mahindra Manulife Consumption Fund (G)?
The minimum sip amount for Mahindra Manulife Consumption Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Consumption Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Mahindra Manulife Consumption Fund (G)?
The expense ratio of the Mahindra Manulife Consumption Fund (G) is 2.38% for regular plan.
What is the NAV of Mahindra Manulife Consumption Fund (G)?
Today's Mahindra Manulife Consumption Fund (G) NAV is ₹24.71.