Mahindra Manulife Consumption Fund - Dir (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Mahindra Manulife Consumption Fund - Dir (IDCW) (38354) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Mahindra Manulife Consumption Fund - Dir (IDCW)
Mahindra Manulife Investment Management Pvt Ltd
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
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Average Quality
Mahindra Manulife Consumption Fund - Dir (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 0.83% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecom-Service | 6.06% |
| ITC Ltd | Tobacco Products | 5.86% |
| Eternal Ltd | E-Commerce/App based Aggregator | 5.62% |
| Mahindra & Mahindra Ltd | Automobile | 4.65% |
| Hindustan Unilever Ltd | FMCG | 4.59% |
| Maruti Suzuki India Ltd | Automobile | 4.01% |
| TREPS | Debt Others | 3.59% |
| Trent Ltd | Retail | 2.73% |
| Avenue Supermarts Ltd | Retail | 2.51% |
| Titan Company Ltd | Diamond, Gems and Jewellery | 2.47% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Mahindra Manulife Consumption Fund - Dir (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 13.18% | -7.36% | 10.35% |
Category Average Returns
Navin Matta
A seasoned investment professional with over 7 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.