May 19, 2026
RA Jainee
Mahindra Manulife Consumption Fund
⚖️ Sahifund Review – Mahindra Manulife Consumption Fund ✔
PLUS: Stability, track record, cost efficiency
X
MINUS: Large AUM, large-cap bias, momentum lag
X
Sahifund View (Decisive Line):
X
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit from consumption led demand in India.
Fund Manager:
1) Fatema Pacha
Education: Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience: Prior to joining Mahindra Manulife Mutual Fund, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
2) Navin Matta
Education: PGDBA
Experience: Prior to Joining the Mahindra Manulife Investment Management Pvt Ltd. He has worked with BOB Capita, SAFE Enterprises,Bajaj Allianz Life Insurance, HDFC Securities and Daiwa Capital.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Mahindra Manulife Consumption Fund
| Fund House | Mahindra Manulife Mutual Fund |
| Launch Date | 13-Nov-18 |
| Return Since Launch | 12.37% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 504 Cr |
| (As on 30-Apr-2026) | |
| Expense | 1.06% |
| (As on 30-Apr-2026) | |
| Risk Grade | Below Average |
| Return Grade | Below Average |
| Turnover | 32.00% |
Mahindra Manulife Consumption Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Mahindra Manulife Consumption Dir | -7.51 | 0.24 | 0.81 | -4.15 | -8.03 | -3.21 | 12.99 | 13.76 | 13.63 | — |
| BSE 500 TRI | -5.71 | -0.32 | -0.38 | -3.43 | -5.51 | -0.57 | 13.82 | 13.49 | 14.91 | — |
| Equity: Thematic-Consumption | -6.47 | 0.05 | 1.31 | -2.81 | -7.50 | -3.29 | 13.23 | 14.82 | 15.69 | — |
| Rank within category | 17 | 4 | 20 | 20 | 13 | 11 | 7 | 8 | 9 | — |
| Number of funds in category | 28 | 31 | 31 | 30 | 26 | 24 | 11 | 11 | 11 | 8 |
Peer Comparison of Mahindra Manulife Consumption Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Mahindra Manulife Consumption Dir | 3 out of 5 stars | -3.21 | 12.99 | 13.76 | 1.06 | 504 | 12.37 | 1.00 (90) | 7Y 6M | 32.00 |
| Mirae Asset Great Consumer Dir | 4 out of 5 stars | -2.32 | 13.65 | 15.60 | 0.49 | 4,455 | 16.60 | 1.00 (365) | 13Y 4M | 45.00 |
| ICICI Pru Bharat Consumption Dir | 5 out of 5 stars | -1.89 | 14.03 | 15.69 | 1.58 | 3,065 | 14.36 | 1.00 (90) | 7Y 1M | 69.00 |
| Tata India Consumer Dir | 4 out of 5 stars | 2.86 | 17.49 | 16.79 | 0.78 | 2,591 | 17.03 | 0.25 (30) | 10Y 4M | 59.49 |
| Nippon India Consumption Dir | 4 out of 5 stars | -5.76 | 13.45 | 16.50 | 0.69 | 2,443 | 13.18 | 1.00 (30) | 13Y 4M | 41.00 |
Mahindra Manulife Consumption Fund Portfolio
| No. of Stocks | 48 |
| Top 10 Stocks | 44.95% |
| Top 5 Stocks | 27.89% |
| Top 3 Sectors | 84.05% |
| Portfolio P/B Ratio | 6.54 |
| Portfolio P/E Ratio | 34.63 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,28,827 | 1,47,106 |
| Giant (%) | — | — |
| Large (%) | 66.08 | 64.48 |
| Mid (%) | 15.64 | 18.05 |
| Small (%) | 18.28 | 22.28 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status