Mahindra Manulife Consumption Fund- Regular Payout

An open ended equity scheme following Consumption theme

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

Last Dividend Date: 14th March 2024 Last Dividend: 1.00000000

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 3 Months0.50% *
*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.

Fund Manager : Mr. Abhinav Khandelwal

Total Experience: Combined work experience of over 14 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 : Ms. Fatema Pacha

Total Experience: 17 years of work experience in the investment function including fund management and research

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 consumption led demand in India.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Consumption Fund

Investors Understands that their principal will be at Very High risk

Mahindra Manulife- Benchmark Risko Meter Very High

Nifty India Consumption TRI

  • Scheme Overview
  • Scheme Documents and Forms

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

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Consumption Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Apr 30, 2024)
Managed by Mr. Abhinav Khandelwal and Ms. Fatema Pacha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 39.26 20.34 15.55 14.29 13,964 17,437 20,618 20,749 20.7485
Direct Plan - Growth Option 41.55 22.32 17.50 16.25 14,196 18,310 22,419 22,775 22.7750
Nifty India Consumption TRI^ 39.44 22.55 18.00 16.87 13,982 18,415 22,897 23,447 12931.11
Nifty 50 TRI^^ 26.27 16.92 15.30 16.19 12,651 15,990 20,392 22,711 33276.41

^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.

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