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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Mahindra Manulife Consumption Fund · Regular · Growth

Mahindra Manulife Mutual Fund

#179 of 213 (1Y)

NAV

₹21.4939

as of 17 Jun 2026

Expense Ratio

2.39%

AUM

₹512 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-1.75%
3Y
+9.66%
5Y
+10.84%
Since Inception
+10.60%

SIP returns (XIRR)

1Y
-3.89%
3Y
+2.87%
5Y
+8.54%
Since Inception
+11.38%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹45,500

Invested

₹66,911

Value today

10.1%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,041

Value today

9.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,55,000

Withdrawn

₹13,71,964

Corpus left

+₹8,26,964 net gain — withdrew ₹4,55,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,70,636

Value today

+3.8%

vs lumpsum

STP beat direct lumpsum by 3.8% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,85,261

Value today

2.9×

Multiple

Staying invested through that crash turned ₹1L into ₹2,85,261 — a 2.9× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.58

Sharpe Ratio

-0.09

Alpha

0.50

Beta

-0.55

Sortino

14.66%

Std Dev

-18.56%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date19 Oct 2018
AMFI Code145355
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit Load1% is payable if Units are redeemed or switched out upto 1 year from the date of allotment Nil if Units are redeemed or switched out after 1 year from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Mahindra Manulife Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Mahindra Manulife Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹512 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.39%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations