Mahindra Manulife Consumption Fund- Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 13-11-2018
Minimum Investment: 1000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 563.32 As on (31-10-2025)
Expense Ratio: 2.35% As on (31-10-2025)
Turn over: 81.00% | Exit Load: Exit Load: 1% 1*An Exit Load of 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; Nil if Units are redeemed / switched-out after 3 months from the date of allotment.
NAV as on 05-12-2025
23.0456
0.0208
CAGR Since Inception
12.53%
NIFTY India Consumption TRI 14.79%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | -1.05 | 14.81 | 16.43 | - | 12.53 |
| Nifty India Consumption TRI | 7.49 | 17.65 | 18.29 | 14.69 | 14.79 |
| Equity: Thematic-Consumption | -1.35 | 15.17 | 17.73 | 14.64 | 10.52 |
Funds Manager
FM-1 Mr. Navin MattaFM-2 Ms. Fatema Pacha
RETURNS CALCULATORS for Mahindra Manulife Consumption Fund- Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Mahindra Manulife Consumption Fund- Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Mahindra Manulife Consumption Fund- Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Consumption Fund Reg Gr | 13-11-2018 | -1.05 | 12.2 | 14.81 | 16.43 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 5.34 | 18.68 | 0.0 | 0.0 | 0.0 |
| ABSL Consumption FundGr | 05-08-2005 | 1.87 | 12.18 | 14.05 | 16.92 | 15.38 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 1.74 | 13.39 | 15.39 | 18.21 | 16.3 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | 1.1 | 12.05 | 16.21 | 17.83 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 1.07 | 11.59 | 16.11 | 18.83 | 15.77 |
| UTI India Consumer Reg Gr | 30-07-2007 | 0.9 | 13.37 | 14.1 | 14.99 | 12.12 |
| Nippon India Consumption Gr Gr | 30-09-2004 | 0.08 | 12.44 | 14.79 | 20.28 | 13.56 |
| Sundaram Consumption Reg Gr | 12-05-2006 | -0.35 | 11.66 | 15.19 | 16.47 | 14.17 |
| Axis Consumption Fund Reg Gr | 12-09-2024 | -0.72 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Mahindra Manulife Consumption Fund- Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | 11.06 | 0.68 | -1.69 | 0.92 | 6.56 | 2.0 |
| Equity: Thematic-Consumption | - | - | - | - | - | - |