Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Mahindra Manulife Consumption Fund (Regular)

Mahindra Manulife Mutual Fund · benchmark Nifty India Consumption TRI · 8.0 years old · AMFI code 145355

C
Track-record rating: 10 of 14 in Thematic: Consumption

C (bottom 30%), score 34.1 out of 100. Describes the past, not a forecast.

Capped at C: persistently behind its index and most peers over rolling 3-year periods.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months1.9%3.7%-1.8%24 / 26
1 year-7.1%-3.9%-3.2%21 / 23
3 years (a year)8.5%12.8%-4.4%13 / 14
5 years (a year)9.2%11.6%-2.3%9 / 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-24.4%
Up capture, 3Y83
Down capture, 3Y96
Information ratio, 3Y-0.86
Jensen's alpha, 3Y-4.1%
Beta, 3Y0.95
Sharpe, 3Y0.10

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 (Regular plan)?

₹21.67 on 5 Nov 2026 (Growth option).

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

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

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

8.5% a year (Regular 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?

C: 10 of 14 Regular 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.