Mahindra Manulife Consumption Fund- Regular Plan - Growth
Category: Equity: Thematic-Consumption
Launch Date: 13-11-2018
AUM:
₹ 489.39 Cr
Expense Ratio
2.65%
Benchmark
Nifty India Consumption TRI
ISIN
INF174V01630
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Navin Matta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | -7.99 | 7.86 | 9.52 |
| Nifty India Consumption TRI | -6.46 | 11.78 | 11.28 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
21.6174
Last change
-0.08 (-0.371%)
Fund Size (AUM)
₹ 489.39 Cr
Performance
10.33% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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. However, there can be no assurance that the investment objective of the Scheme will be achieved
Fund Manager
Mr. Navin Matta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 6.55 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.49 |
| ZOMATO LIMITED EQ | 5.48 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.69 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 3.64 |
| BAJAJ AUTO LIMITED EQ | 3.48 |
| ITC LIMITED EQ NEW FV RE.1/- | 3.4 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.39 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.34 |
| AVENUE SUPERMARTS LIMITED EQ | 3.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 23.41 |
| Consumer Services | 21.26 |
| Automobile and Auto Components | 21.05 |
| Consumer Durables | 13.41 |
| Telecommunication | 8.86 |
| Power | 2.55 |
| Healthcare | 2.37 |
| Capital Goods | 1.55 |
| Financial Services | 1.28 |
| Services | 0.99 |