Mahindra Manulife Consumption Fund- Regular Plan - Growth
Expense Ratio: 2.35
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 19-10-2018
Exit Load: Nil
Fund Size:₹560.08 Cr
Performance
1Y
Fund-10.46%
Cat. Avg.N/A
2Y
Fund-7.76%
Cat. Avg.N/A
3Y
Fund6.60%
Cat. Avg.N/A
5Y
Fund8.05%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.72%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Mahindra & Mahindra Limited | 32.35 | 6.55% |
| 2 | Bharti Airtel Limited | 32.08 | 6.49% |
| 3 | Eternal Limited | 27.05 | 5.48% |
| 4 | Titan Company Limited | 23.18 | 4.69% |
| 5 | Trent Limited | 17.98 | 3.64% |
| 6 | Bajaj Auto Limited | 17.17 | 3.48% |
| 7 | ITC Limited | 16.82 | 3.40% |
| 8 | Maruti Suzuki India Limited | 16.77 | 3.39% |
| 9 | Hindustan Unilever Limited | 16.52 | 3.34% |
| 10 | Avenue Supermarts Limited | 14.85 | 3.01% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57886 | -3.5% | -7.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.6% | -4.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.75 L. | -2.7% | -1.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.47 L. | +15.6% | +5.9% |
| SI | 07 Dec, 18 | 4.75 L. | 7.01 L. | +47.6% | +9.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 89541 | -10.5% | -10.5% |
| 2Y | 16 Oct, 24 | 1 L. | 85078 | -14.9% | -7.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.21 L. | +21.1% | +6.6% |
| 5Y | 18 Oct, 21 | 1 L. | 1.46 L. | +46.5% | +7.9% |
| SI | 16 Nov, 18 | 1 L. | 2.09 L. | +108.5% | +9.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.