Mutual Fund- 

Mahindra Manulife Rural Bharat & Consumption Yojana

By Rajendra

Dec 8, 2022

image source - Unsplash

Scheme Analysis

Category 

Thematic Fund

Inception

Nov 13, 2018

Benchmark

Nifty  Consumption

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AUM  - 58 Cr

Fund Manager

Abhinav Khandelwal

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Mahindra Manulife Rural Bharat and Consumption Yojana

Invests in segments with strongest contribution potential to India’s growing GDP

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Top 5 Holding

Hind Unilever

Bharti Airtel

Maruti

United Spirit

ICICI Bank

8.16

8.04

4.87

4.51

4.17

Total  29.75

Captures under-penetration opportunities in rural India

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FMCG

Financial Service

Consumer Durable

Top 5 Sector

32.49

14.33

13.11

12.55

10.80

Consumer Service

Automobile

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30 Nov. 2022

1 Year

3 Year

Since Inception

Period

Returns

14.27%

14.76%

11.11%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30  Nov. 2022

1 Year

3 Year

48 Month

Period

Value

13,171

48,099

66,593

Returns

18.65%

19.78%

16.53%

Monthly SIP of 1,000