Buy Mahindra Rural Bharat and Consumption Yojana-Reg(G) - Equity - Sectoral Mutual Fund NAV, AUM, Portfolio, Performance, Returns.

Mahindra Rural Bharat and Consumption Yojana-Reg(G)

As on Jan-20-2020 change fund

10.51

-0.06 (-0.57%)

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.

riskometer

Investors understand that their principal will be at high risk

5-Years History

financial year	2018-2019	2019-2020
NAV in Rs (as on 20-Jan-2020)	10.21	10.51
Net Assets(Rs Crores) (as on 20-Jan-2020)	68.72	65.67
Scheme Returns(%)(Absolute)	2.08	2.63
B'mark Returns(%)(Absolute)	9.24	3.61
Category Rank	35/73	46/75

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2019-2020	-1.60	-1.18	2.05	NA
2018-2019	NA	NA	NA	-0.47

Top 10 holdings

company	(%)
State Bank Of India	6.10
Bata India Ltd.	5.33
Shree Cement Ltd.	4.96
VST Industries Ltd.	4.80
MRF Ltd.	4.80
Britannia Industries Ltd.	4.61
Bajaj Finance Ltd.	4.51
Bajaj Auto Ltd.	4.51
Pidilite Industries Ltd.	4.22
Johnson Controls - Hitachi Air...	4.09

Top 10 sectors

sectors	(%)
Finance - NBFC	11.07
Chemicals	8.29
Consumer Food	7.47
Automobile Two & Three Wheelers	7.11
Consumer Durables - Domestic Appliances	6.46
Bank - Public	6.10
Retailing	5.33
Cement & Construction Materials	4.96
Cigarettes/Tobacco	4.80
Tyres & Allied	4.80

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Mahindra Rural Bharat and Consumption Yojana-Reg(G)	Large-Growth	13-Nov-2018	65.67	1.33	4.63	4.24	5.34	NA	NA	NA	4.27	BUY SIP
Mirae Asset Great Consumer Fund-Reg(G)	Large-Growth	29-Mar-2011	960.56	1.82	4.07	6.08	13.70	18.70	12.08	NA	16.54	BUY SIP
Tata India Consumer Fund-Reg(G)	Large-Growth	28-Dec-2015	1,286.97	2.91	5.59	3.16	5.63	18.39	NA	NA	15.75	BUY SIP
SBI Consumption Opp Fund-Reg(G)	Small-Growth	01-Jan-2013	685.86	3.29	4.84	3.46	4.75	14.61	9.92	NA	13.14	BUY SIP
UTI India Consumer Fund-Reg(G)	Large-Growth	30-Jul-2007	270.20	2.41	3.80	4.20	11.37	11.51	6.29	10.80	8.61	BUY SIP
Nippon India Consumption Fund(G)	Large-Growth	30-Sep-2004	86.22	2.68	4.90	4.41	13.45	7.09	5.17	9.85	13.70	BUY SIP
Quant Consumption Fund(G)	Large-Growth	23-Sep-2008	0.68	-0.19	1.47	3.53	-1.82	6.68	6.72	3.39	8.45	BUY SIP
Aditya Birla SL Mfg. Equity Fund-Reg(G)	Large-Growth	03-Feb-2015	530.69	1.82	4.60	4.19	3.07	5.74	NA	NA	6.10	BUY SIP
BNP Paribas India Consumption Fund-Reg(G)	Large-Growth	10-Sep-2018	467.45	1.35	3.24	6.82	23.11	NA	NA	NA	22.91	BUY SIP
ICICI Pru Bharat Consumption Fund-1-(G)	Large-Growth	11-Apr-2018	977.80	1.12	2.07	3.53	8.18	NA	NA	NA	4.64	BUY SIP

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