ReviewDirect · Growth
Mahindra Manulife Consumption Fund
Mahindra Manulife Mutual FundEquity Schemes - Thematic Fund7.8 years
- NAV
- 24.2923
- 15 Sept 2026
- 1Y
- -6.4%
- Trailing CAGR
- AUM
- ₹501.81 Cr
- 31 Jul 2026
- Volatility
- Medium
- 15.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-6.4%
- 3Y+9.7%
- 5Y+11.4%
- 10Yn/a
- SI+12.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.4%
- 3Y+3.2%
- 5Y+9.6%
- 10Yn/a
- Since inception
- +12.2%
- Calendar-day CAGR
- Excess 1Y
- -11.7%
- Category median, same plan and option
- 3Y win rate
- +15%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- Worst rolling 3Y
- +9.5%
- 1191 daily-ending windows
- Median rolling 3Y
- +17.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 697 daily-ending windows
- SIP 3Y XIRR
- +3.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 91 recovered episodes
- Longest recovery
- 256 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
6 Feb 2020 – 4 Dec 2020
Trough 23 Mar 2020 · recovered in 256 days
-34.0%
23 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-22.7%
17 Jan 2022 – 21 Jul 2022
Trough 17 Jun 2022 · recovered in 34 days
-11.7%
27 May 2019 – 29 Oct 2019
Trough 22 Aug 2019 · recovered in 68 days
-11.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
19
Vs category
0
Consistency
17
Risk-adjusted
50
Drawdown
15
Mean
20
Portfolio
31 Jul 2026 · 52 holdings · top 10 are 45.1%.
- Top 5
- 29.1%
- Top 10
- 45.1%
- Largest holding
- 7.1%
- Effective holdings
- 31.8
Mahindra & Mahindra Ltd
Consumer Discretionary
7.1%
Bharti Airtel Ltd
Technology
6.8%
Zomato Ltd
Technology
6.2%
Titan Company Ltd
Consumer Discretionary
5.1%
Bajaj Auto Ltd
Consumer Discretionary
3.9%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
- 1Y
- -6.3%
- 3Y
- +10.0%
- Vol
- 14.5%
- Max DD
- -35.5%
- Sharpe
- 0.78
- 3Y win
- +70%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Nippon India Consumption Fund
Nippon India Mutual Fund
- 1Y
- -8.4%
- 3Y
- +8.9%
- Vol
- 15.7%
- Max DD
- -31.0%
- Sharpe
- 0.54
- 3Y win
- +46%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns