Mahindra Manulife Consumption Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.1%
Sharpe Ratio-0.28
Beta1.09
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices6.38%
ITC LtdConsumers5.94%
Eternal LtdConsumers5.15%
Mahindra & Mahindra LtdConsumers4.63%
Hindustan Unilever LtdConsumers4.19%
Trent LtdConsumers3.57%
Triparty RepoUtilities3.45%
Maruti Suzuki India LtdConsumers3.19%
Titan Co LtdConsumers2.73%
Avenue Supermarts LtdConsumers2.58%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.38%
Regulatory & Tax Information
INF174V01648
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)