45
ConsumptionHold
Mahindra Manulife Consumption
Mahindra Manulife · Direct–Growth · rank #12 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-6.0%
-6.2% vs index
3 Years
10.0%
-0.2% vs index
5 Years
11.4%
+1.6% vs index
Since launch
12.3%
Year-by-year performance
2021
+24.6%-6.1% vs index
2022
+9.5%+5.7% vs index
2023
+29.1%+2.5% vs index
2024
+23.4%+7.8% vs index
2025
+3.0%-4.6% vs index
2026
-4.5%-1.3% vs index
Why this score
Mahindra Manulife Consumption scores 45/100 — #12 of 25 Consumption fund (Hold). The main drag is its fund size (better than only 26% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Fund size489.39 Cr · 26th percentile in category
3Y return10.02% · 42nd percentile in category
1Y return-5.97% · 36th percentile in category
Sharpe ratio0.45 · 48th percentile in category
Volatility15.76 · 53rd percentile in category
Sortino ratio0.35 · 48th percentile in category
Top holdings
1.Mahindra & Mahindra Ltd7.14%
2.Bharti Airtel Ltd6.81%
3.Zomato Ltd6.16%
4.Titan Company Ltd5.11%
5.Bajaj Auto Ltd3.92%
49 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.