Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW

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: 1566.53 As on (31-03-2025)

Expense Ratio: 2.07% As on (31-03-2025)

Turn over: 81.00% | Exit Load: Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.

NAV as on 25-04-2025

18.8561

-0.1867

CAGR Since Inception

17.65%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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 - IDCW 10.78 15.78 21.93 - 17.65
Benchmark - - - - -
Hybrid: Aggressive 7.48 13.81 20.27 11.36 12.95

Funds Manager

Rahul Pal, Amit Garg, Fatema Pacha, Manish Lodha

RETURNS CALCULATORS for Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

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End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

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PORTFOLIO ANALYSIS of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW

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 IDCW 19-07-2019 10.78 22.23 15.78 21.93 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 16.96 22.9 16.07 20.28 12.72
SBI Equity Hybrid Reg Gr 01-12-1995 11.74 18.96 12.59 18.43 11.78
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 11.11 22.63 16.21 22.36 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.11 19.27 13.58 20.39 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 10.74 22.47 15.61 18.56 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 10.48 21.35 16.94 23.31 12.02
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.18 15.8 9.68 16.28 0.0
PGIM India Hybrid Equity Gr 29-01-2004 10.09 15.46 11.5 16.83 8.39
Kotak Equity Hybrid Gr 25-11-1999 9.87 18.3 13.96 22.04 12.17

Asset Allocation (%)

Key Performance and Risk Statistics of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW 10.07 1.06 4.06 0.84 7.61 9.74
Hybrid: Aggressive - - - - - -