Mahindra Rural Bharat and Consumption Yojana - Growth - Regular Plan

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  • Net Change on 20-02-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 200 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 17.97 15.70 11.23 2.21 1,004.41
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 11.36 12.20 9.18 2.52 693.33
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 9.12 3.58 5.62 2.55 529.74
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 10.93 12.13 8.86 2.52 511.77
UTI India Consumer Fund - Regular Plan - Growth Option Jul 30, 2007 18.76 9.40 6.21 2.59 275.42

Fund Holdings as on 31-January-2020

  • State Bank of India

  • Shree Cement Limited

  • Bata India Limited

  • Johnson Controls – Hitachi Air Conditioning India Limited

  • VST Industries Limited

  • MRF Limited

  • Britannia Industries Limited

  • TRI Party Repo

  • Bajaj Finance Limited

  • Pidilite Industries Limited

  • Tata Chemicals Limited

  • Bajaj Auto Limited

  • Mahindra & Mahindra Financial Services Limited

  • Whirlpool of India Limited

  • WABCO India Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Larsen & Toubro Limited

  • SKF India Limited

  • United Breweries Limited

  • GlaxoSmithKline Consumer Healthcare Limited

  • TTK Prestige Limited

  • Hero MotoCorp Limited

  • Mahindra & Mahindra Limited

  • Swaraj Engines Limited

  • ABB India Limited

  • Tamil Nadu Newsprint & Papers Limited

  • NMDC Limited

  • ABB Power Products and Systems India Limited $

  • 8% Britannia Industries Limited 2022 **

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Chemicals

  • Consumer Food

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Bank - Public

  • Cement & Construction Materials

  • Retailing

  • Air Conditioners

  • Cigarettes/Tobacco

  • Tyres & Allied

  • Miscellaneous

  • Auto Ancillary

  • Engineering - Construction

  • Bearings

  • Breweries & Distilleries

  • Automobiles - Passenger Cars

  • Diesel Engines

  • Electric Equipment

  • Paper & Paper Products

  • Mining & Minerals

  • Unspecified

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About Mahindra Rural Bharat and Consumption Yojana

Scheme Analysis

Mahindra Rural Bharat and Consumption Yojana is a Equity - Sectoral Fund - Consumption fund and belongs to Mahindra Mutual Fund. It was launched on 13-Nov-2018 and currently has an AUM of ₹67.78 crore. Mahindra Rural Bharat and Consumption Yojana is benchmarked against NIFTY 200 - TRI as primary index.

The NAV of Mahindra Rural Bharat and Consumption Yojana ended up ₹0.03(0.25%)yesterday to ₹10.7936.

Among its top 3 holdings the fund has exposure to State Bank of India, and

The Mahindra Rural Bharat and Consumption Yojana is managed by V Balasubramanian .

Fund House Contact

4th Floor, A-Wing, Mahindra Towers Dr. G M Bhosle Marg, P K Kurne Chowk, Mumbai-400018

022-66327900

Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

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