Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund
Category: Hybrid: Aggressive
Status: Open Ended Schemes
Launch Date: 19-07-2019
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 1138.3852000000002 As on (30-04-2024)
Expense Ratio: 2.12% As on (30-04-2024)
Turn over: 81.00% | Exit Load: For units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.
NAV as on 17-05-2024
23.6429
0.176
CAGR Since Inception
19.53%
CRISIL Hybrid 35+65 Aggressive Index 12.48%
PERFORMANCE
Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
---|---|---|---|---|---|
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 32.94 | 18.2 | - | - | 19.53 |
Benchmark | - | - | - | - | - |
Hybrid: Aggressive | 29.95 | 16.21 | 15.66 | 13.44 | 13.63 |
Funds Manager
Rahul Pal, Fatema Pacha, Manish Lodha
RETURNS CALCULATORS for Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
---|---|---|---|---|---|---|
Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 32.94 | 22.06 | 18.2 | 0.0 | 0.0 |
JM Aggressive Hybrid Gr | 01-04-1995 | 57.99 | 35.42 | 24.12 | 20.37 | 14.07 |
Bank of India Mid & Small Cap Equity & Debt Reg Gr | 05-07-2016 | 49.32 | 28.04 | 23.91 | 23.54 | 0.0 |
ICICI Pru Equity & Debt Gr | 05-11-1999 | 38.74 | 25.28 | 24.09 | 21.28 | 17.22 |
Quant Absolute Fund Gr | 21-03-2001 | 37.27 | 22.96 | 20.27 | 25.45 | 18.42 |
Invesco India Aggressive Hybrid Reg Gr | 15-06-2018 | 33.2 | 21.98 | 15.93 | 14.23 | 0.0 |
Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 33.12 | 23.35 | 19.5 | 17.52 | 13.97 |
Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 33.04 | 23.2 | 19.41 | 17.46 | 13.92 |
HSBC Aggressive Hybrid Fund Reg Gr | 30-01-2013 | 32.75 | 21.41 | 15.1 | 14.56 | 13.61 |
Shriram Aggressive Hybrid Equity Gr | 29-11-2013 | 32.16 | 19.38 | 14.53 | 13.35 | 11.01 |
Asset Allocation (%)
Key Performance and Risk Statistics of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 10.39 | 1.22 | 4.36 | 0.85 | 7.87 | 6.74 |
Hybrid: Aggressive | - | - | - | - | - | - |