Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Mahindra Manulife Consumption Fund- Regular Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 62/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)10.21%
- Expense ratio (20%)1.09%
- AUM (15%)₹502 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Mahindra Mutual Fund · Equity · Thematic
₹24.9
AUM: ₹501 Cr
NAV updated 19 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.09%
Exit Load
Exit load of 1%, if redeemed within 3 months.
Fund Manager
V Balasubramanian
Inception
Nov 2018
Benchmark
NIFTY India Consumption Total Return Index
Sharpe Ratio
-0.83
Std Dev (1Y)
13.72%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.84%
3m
+6.41%
6m
+4.71%
1y
-5.62%
3y
+10.21%
5y
+11.69%
10y
—
since inception
+10.46%
TopFund's Take on Mahindra Manulife Consumption Fund- Regular Plan - Growth
Mahindra Manulife Consumption Fund- Regular Plan - Growth sits in the middle of the pack for Thematic funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 1.09%, the expense ratio runs 10% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.83 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.72% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Aditya Birla Sun Life Nifty India Defence Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
Nippon India Nifty Auto Index Fund - Direct Plan- Growth Option
Nippon India Mutual Fund
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option
ICICI Prudential Mutual Fund
Groww Nifty India Defence ETF
Groww Mutual Fund
TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Mahindra Manulife Consumption Fund- Regular Plan - Growth
The current NAV (Net Asset Value) of Mahindra Manulife Consumption Fund- Regular Plan - Growth is ₹24.9. NAV is updated every business day after market close by AMFI.
1Y: -5.62% · 3Y CAGR: 10.21% · 5Y CAGR: 11.69%
The expense ratio of Mahindra Manulife Consumption Fund- Regular Plan - Growth is 1.09% per annum. This is the annual fee charged by the fund to manage your investment.
Mahindra Manulife Consumption Fund- Regular Plan - Growth is managed by V Balasubramanian at Mahindra Mutual Fund.
Mahindra Manulife Consumption Fund- Regular Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Mahindra Manulife Consumption Fund- Regular Plan - Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Mahindra Manulife Consumption Fund- Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Mahindra Manulife Consumption Fund- Regular Plan - Growth is ₹502 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.