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Mahindra Manulife Rural Bharat And Consumption Yojana

Mahindra Manulife Rural Bharat And Consumption Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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NAV Performance

Mahindra Manulife Rural Bharat And Consumption Yojana performance graph for last 3 years
Performance of Mahindra Manulife Rural Bharat And Consumption Yojana for last 3 Years

Fund Information

  • ₹ 13.904

    as on 17 Sep 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 54 Cr.

    as on 17 Sep 2021
  • 2.44%

    since 31 May 2021
  • 13 Nov 2018

  • Equity - Sectoral/Thematic

  • Nifty 50

  • mahindra mutual fund

    Show All Funds
  • Mahindra Manulife Rural Bharat and Consumption Yojana - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Mahindra Manulife Rural Bharat And Consumption Yojana is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 13 Nov 2018. This fund is offered by one of the top AMC (Assets Management Company) mahindra mutual fund. You can also view here all other Equity funds offered by mahindra mutual fund.

Latest NAV of the fund is ₹ 13.904 as on 17 Sep 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 2.44%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

The investment objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/ or expected to benefit from the growth in rural India.

List of Fund Managers of Mahindra Manulife Rural Bharat And Consumption Yojana

  • About Fatema Pacha

    Picture of Fatema  Pacha
  • About V.Balasubramanian

    Picture of V.Balasubramanian

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.82% 26.85% 46.78% 122.54% 62.54% 36.82% 32.67% 26.48% 117.08% 97.04% 64.39% 43.63% 28.12%
Category Average 5.19% 10.55% 23.29% 59.78% 31.86% 16.90% 14.58% 14.30% 57.75% 45.64% 31.59% 19.88% 15.95%
Mahindra Manulife Rural Bharat And Consumption Yojana 4.87%₹ 10,487 7.29%₹ 10,728 20.58%₹ 12,057 46.84%₹ 14,684 44.02%₹ 14,699 22.36%₹ 14,980 32.42%₹ 32,589 - - - - - -
ICICI Prudential Technology Fund 6.71%₹ 10,671 26.85%₹ 12,684 43.65%₹ 14,365 96.93%₹ 19,693 111.35%₹ 18,402 62.54%₹ 26,454 97.04%₹ 52,493 36.82%₹ 25,632 64.39%₹ 84,909 32.67%₹ 41,168 43.63%₹ 1,72,149 26.48%₹ 1,05,066 28.12%₹ 5,34,848
Aditya Birla Sun Life Digital India Fund 5.34%₹ 10,533 21.83%₹ 12,183 38.81%₹ 13,880 90.88%₹ 19,087 97.11%₹ 17,652 57.94%₹ 24,976 83.77%₹ 48,109 34.84%₹ 24,538 58.54%₹ 79,285 31.32%₹ 39,115 40.91%₹ 1,61,805 23.40%₹ 82,036 26.70%₹ 4,95,177
Tata Digital India Fund 8.07%₹ 10,806 26.76%₹ 12,676 44.00%₹ 14,400 97.24%₹ 19,724 108.36%₹ 18,251 56.85%₹ 24,630 87.14%₹ 49,211 33.42%₹ 23,769 58.74%₹ 79,479 31.69%₹ 39,666 41.77%₹ 1,65,009 - -
SBI Technology Opportunities Fund 5.06%₹ 10,506 24.42%₹ 12,442 40.74%₹ 14,073 86.67%₹ 18,667 95.09%₹ 17,546 50.49%₹ 22,671 75.48%₹ 45,447 32.38%₹ 23,214 52.81%₹ 74,022 27.35%₹ 33,547 37.34%₹ 1,49,024 - -
Quant Infrastructure Fund 6.14%₹ 10,613 11.09%₹ 11,108 40.19%₹ 14,019 105.54%₹ 20,554 99.40%₹ 17,779 53.19%₹ 23,493 80.81%₹ 47,156 29.88%₹ 21,923 52.75%₹ 73,970 21.24%₹ 26,224 31.32%₹ 1,29,473 11.78%₹ 30,501 19.55%₹ 3,36,377

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Rural Bharat And Consumption Yojana as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    96.50%
  • Debt Holdings:

    0.08%
  • Others Holdings:

    3.42%

Top Sector Holdings of Mahindra Manulife Rural Bharat And Consumption Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 27.97% ₹ 15.03 Cr.
Pesticides and agrochemicals 8.96% ₹ 4.82 Cr.
Cement 5.10% ₹ 2.74 Cr.
Personal care 4.85% ₹ 2.60 Cr.
Diversified 4.14% ₹ 2.22 Cr.
Others 48.98% -

Top Stock Holdings of Mahindra Manulife Rural Bharat And Consumption Yojana

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 7.80% ₹ 4.19 Cr.
ICICI Bank Ltd. 6.75% ₹ 3.63 Cr.
HDFC Bank Ltd. 4.46% ₹ 2.40 Cr.
Hindustan Unilever Ltd. 4.14% ₹ 2.22 Cr.
Federal Bank Ltd. 4.05% ₹ 2.18 Cr.
Others 72.80% -

Top Debt Instrument Type holdings of Mahindra Manulife Rural Bharat And Consumption Yojana

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.08% ₹ .04 Cr.
Others 99.92% -

Top Debt Holdings of Mahindra Manulife Rural Bharat And Consumption Yojana

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.08% ₹ .04 Cr.
Others 99.92%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.38%
Net Receivables 0.04%