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Mahindra Manulife Consumption Fund - Direct Plan -Growth

Mahindra Manulife · Scheme 145356

25.61 0.19%NAV · 2026-08-05
52
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
12.8%
Risk level
High
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.63%
3 Months+6.03%
6 Months+4.46%
1 Year+1.73%
3 Years (CAGR)+12.77%
5 Years (CAGR)+12.96%
10 Years (CAGR)
Since Launch+12.93%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns36
Consistency70
Risk-adjusted27
Downside protection49
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 4.2%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -1.6% vs category avg
  • 5Y CAGR vs category: -2.2% vs category avg
  • Beat category: beat category in 46% of windows
  • Sharpe ratio: 0.45

Risk metrics

Sharpe ratio
0.45
Sortino ratio
0.53
Volatility
15.96%
Max drawdown
-33.98%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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