Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

Mahindra Manulife Consumption Fund (Direct)

Mahindra Manulife Mutual Fund · benchmark Nifty India Consumption TRI · 8.0 years old · AMFI code 145356

B
Track-record rating: 9 of 14 in Thematic: Consumption

B (middle of the peer group), score 52.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.8%3.7%-0.9%23 / 25
1 year-5.5%-3.9%-1.6%19 / 22
3 years (a year)10.3%12.8%-2.5%12 / 14
5 years (a year)11.1%11.6%-0.5%6 / 11

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y15.0%
Max fall, 5Y-22.7%
Up capture, 3Y87
Down capture, 3Y92
Information ratio, 3Y-0.49
Jensen's alpha, 3Y-2.2%
Beta, 3Y0.95
Sharpe, 3Y0.22

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Mahindra Manulife Consumption Fund (Direct plan)?

₹24.82 on 5 Nov 2026 (Growth option).

What is the expense ratio of Mahindra Manulife Consumption Fund (Direct)?

1.12% a year; the Regular plan's is 2.69%.

What return has Mahindra Manulife Consumption Fund given over 3 years?

10.3% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.8% for the Nifty India Consumption total-return index.

How is Mahindra Manulife Consumption Fund rated?

B: 9 of 14 Direct plans in Thematic: Consumption, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Mahindra Manulife Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.