OtherThematic FundDirect · Growth
Mahindra Manulife Consumption Fund - Direct Plan -Growth
Mahindra Manulife · Scheme 145356
₹25.71▲ 0.07%NAV · 2026-09-18
Average FundScore
AUM
₹502 cr
Expense ratio
1.09%
3Y CAGR
12.8%
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: V BalasubramanianExit load: Exit load of 1%, if redeemed within 3 months.
Average · 49/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 4.2%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.45) — took on risk without enough payoff.
- •3Y CAGR vs category: -3.4% vs category avg
- •5Y CAGR vs category: -1.6% vs category avg
FundScore breakdown
49/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.