Mahindra Manulife Consumption Fund - Direct Plan

Value Research Rating

2 star

Analyst’s Choice

premium-user

Riskometer

fund-quick-summary-circle

Very High

₹24.1254 0.52%

As on 28-Apr-2025

Returns

to
loading...

Calculate SIP Returns of Mahindra Manulife Consumption Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Mahindra Manulife Consumption Fund - Direct Plan

Asset Allocation

Split between different types of investments

loading...

Market Cap Weightage

Split between categories of Equity investments

loading...

Peer Comparison

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
Mahindra Manulife Consumption Fund - Direct Plan
2 star
unlock fund advisor
Very High
loading...
0.65
4 star
unlock fund advisor
Very High
loading...
0.52
4 star
unlock fund advisor
Very High
loading...
1.28
4 star
unlock fund advisor
Very High
loading...
0.94
5 star
unlock fund advisor
Very High
loading...
0.57

Other details of Mahindra Manulife Consumption Fund - Direct Plan

Assets

info

₹446 Cr

Exit Load (Days)

info

1.00 (90)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

6

BLAHBLAH

Investment Strategy

The Scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India.

Suitability

Consumption funds are suitable for investors:

  • Seeking exposure in shares of consumer facing companies for high returns
  • Aiming for long term wealth creation
  • With a 5+ year investment horizon
  • Who are at ease with the market's ups and downs

Note:

  • Invest only through SIP

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
loading...
loading...
loading...
loading...
loading...
loading...

FAQ for Mahindra Manulife Consumption Fund - Direct Plan

Mahindra Manulife Consumption Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.

Mutual funds can be bought directly from the website of the fund house. For instance, Mahindra Manulife Consumption Fund - Direct Plan fund can be purchased from the website of Mahindra Manulife Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Mahindra Manulife Consumption Fund - Direct Plan is ₹24.1254 as of 29-Apr-2025.

The AUM of Mahindra Manulife Consumption Fund - Direct Plan Fund is ₹446 Cr as of 31-Mar-2025

The riskometer level of Mahindra Manulife Consumption Fund - Direct Plan is Very High. See More

As of 31-Mar-2025, Mahindra Manulife Consumption Fund - Direct Plan had invested 94.73% in Equity and 5.27% in Cash & Cash Eq. See More

Mahindra Manulife Consumption Fund - Direct Plan is 6 years 5 months old. It has delivered 14.61% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
6.81%
17.78%
22.71%
--
--
14.61%

No, There is no lock in period in Mahindra Manulife Consumption Fund - Direct Plan.

The expense ratio of Mahindra Manulife Consumption Fund - Direct Plan is 0.65.