Mahindra Manulife Rural Bharat and Consumption Yojana

An open ended equity scheme following Rural India theme

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*» An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units;

» Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Fund Manager : Mr. Abhinav Khandelwal

Total Experience: Combined work experience of over 12 years of which around 10 years have been in the field of managing of funds and equity research.

Experience in managing this fund : Managing since April 1, 2022

Fund Manager : Mr. Manish Lodha

Total Experience: Combined work experience of over 20 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 21, 2020

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation;
  • Investment predominantly in equity and equity related securities including derivatives of entities engaged in and/or expected to benefit from the growth in rural India.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Riskometer

Mahindra Manulife Rural Bharat and Consumption Yojana

Investors Understands that their principal will be at Very High risk

Riskometer

Nifty India Consumption Index TRI

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/ or expected to benefit from the growth in rural India. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Rural Bharat and Consumption Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Apr 30, 2022)
Managed by Mr. Abhinav Khandelwal and Mrs. Fatema Pacha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 15.58 10.96 N/A 9.63 11,553 13,660 N/A 13,720 13.75
Direct Plan - Growth Option 17.44 12.85 N/A 11.56 11,739 14,373 N/A 14,570 14.60
Nifty India Consumption TRI^ 22.99 15.19 N/A 13.82 12,292 15,284 N/A 15,361 8,631.32
Nifty 50 TRI^^ 18.29 14.67 N/A 16.16 11,824 15,079 N/A 16,637 24,606.78

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 13-Nov-18.
Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. Ms. Fatema Pacha is managing this scheme since December 21, 2020. Mr. Abhinav Khandelwal is managing this scheme since April 1, 2022. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

For performance of other schemes managed by Mr. Abhinav Khandelwal click here

For performance of other schemes managed by Mrs. Fatema Pacha click here

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.