Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth | Pros & Cons NAV(12.99)

Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth

Equity: Sectoral/ Thematic

Fund Information

Objective

Very High Risk

Nifty 500

Benchmark

2018-11-13

Launched On

Type

--

Min SIP

1000

Min Investment

49

AUM in Crores

2.47

Expense Ratio

1.00

Exit Load

Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd)

Fund House

V Balasubramanian, Fatema Pacha

Fund Managers

Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Pros & Cons

Pros

    Cons

    • Higher Expense Ratio
    • Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth is ranking 30th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth 
    14.1712.1
    Nifty 500
    18.3920.2315.211.9814.0211.52

    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth 
    17.3318.2416.24
    Nifty 500
    15.9768.86-21.7316.7451.34-1.4

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth 
    10.0120.840.2530.92-7.97
    Nifty 500
    19.1321.950.656--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    10.12
    2020-03-16 - 2020-03-23
    -19.05
    Month2020-04-03 - 2020-05-03
    16.21
    2020-02-24 - 2020-03-24
    -31.38
    Quarter2020-03-23 - 2020-07-23
    30.44
    2019-12-05 - 2020-04-05
    -26.57
    Year2020-03-23 - 2021-03-23
    63.32
    2019-04-05 - 2020-04-05
    -27.39

    Portfolio

    Stock NameSector% of Total Holdings
    ICICI BankFinancial8.3
    ITCFMCG6.08
    Bharti AirtelCommunication5.67
    State Bank of IndiaFinancial5.6
    HDFC BankFinancial5.25
    Hindustan UnileverFMCG5.01
    The Federal BankFinancial4.34
    Bayer CropScienceChemicals3.82
    Balrampur Chini MillsFMCG3.77
    Tata Consumer ProductsFMCG3.35
    Dabur IndiaFMCG3.18
    Bata IndiaFMCG3.11
    Rallis IndiaChemicals2.94
    Maruti Suzuki IndiaAutomobile2.87
    Britannia Inds.FMCG2.85
    TTK PrestigeConsumer Durable2.74
    Axis BankFinancial2.68
    PI IndustriesChemicals2.62
    Coromandel InternationalChemicals2.45
    Colgate-PalmoliveFMCG2.41
    Hero MotocorpAutomobile2.33
    Cholamandalam Investment & Finance CompanyFinancial2.32
    Eicher MotorsAutomobile2.3
    Kotak Mahindra BankFinancial2.06
    Ambuja CementsConstruction2.06
    ICICI BankFinancial6.53
    State Bank of IndiaFinancial6.13
    ITCFMCG6.13
    Bharti AirtelCommunication5.58
    Hindustan UnileverFMCG4.38
    Ambuja CementsConstruction3.71
    Balrampur Chini MillsFMCG3.66
    Bayer CropScienceChemicals3.55
    United SpiritsFMCG3.47
    Bata IndiaFMCG3.42
    Tata Consumer ProductsFMCG3.29
    HDFC BankFinancial3.22
    Britannia Inds.FMCG2.99
    Dabur IndiaFMCG2.98
    The Federal BankFinancial2.97
    Maruti Suzuki IndiaAutomobile2.89
    Cholamandalam Investment & Finance CompanyFinancial2.5
    PI IndustriesChemicals2.44
    UPLChemicals2.26
    TTK PrestigeConsumer Durable2.23
    Hero MotocorpAutomobile2.16
    Zee EntertainmentServices2.14
    Kotak Mahindra BankFinancial2.07
    Eicher MotorsAutomobile2.02
    Nestle IndiaFMCG1.93

    AUM Yearly

    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Details

    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth is a mutual fund scheme launched by Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd).This fund has been launched on 2018-11-13. Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth currently has 49 crores of assets under management (AUM) and has an expense ratio of 2.47 which is higher than what most other Large Cap funds charge.


    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth has given returns of 14.17% in the last 1 year and 12.1% in the last 3 years. And since launch the fund has given 7.66% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    The top holdings of the fund are ICICI Bank , ITC , Bharti Airtel , State Bank of India , HDFC Bank

    Frquently Asked Questions

    1. What is the NAV of Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan ?

    The current Net Asset Value (NAV) of the Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan is 12.99

    2. Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Rolling Returns

    The 3 year rolling returns of the Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan :

    • Mean : 17.33%
    • Max : 18.24%
    • Min : 16.24%

    3. How do I invest in Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan ?

    1. Click here Invest Now
    2. Select one Broker platform from the pop up
    3. Invest and enjoy the returns

    Mahindra Manulife Rural Bharat And Cunsumption Yojana Regular Plan Growth



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.