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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 19-07-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.04% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,638.63 Cr As on 30-04-2025(Source:AMFI)
Turn over: 80% | Exit Load: 10% of the units allotted shall be redeemed without any exit load, on or before completion of 3 months from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load: An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 3 months from the date of allotment of Units; Nil - If Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.
NAV as on 19-05-2025

26.8654

-0.01 (-0.0365%)

CAGR Since Inception

18.48%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.49
Sharpe Ratio 0.87
Alpha 2.99
Beta 1.17
Yield to Maturity 7.61
Average Maturity 9.74

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.63 22.72 20.0 23.6 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 17.95 22.13 19.7 21.18 12.89
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 14.33 19.16 17.34 21.78 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.99 19.26 15.64 19.65 11.94
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.0 22.71 19.61 19.86 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 12.95 21.84 19.98 24.44 12.29
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 12.83 15.43 15.59 17.41 8.57
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 12.6 15.97 13.4 17.23 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.35 24.75 21.6 28.01 15.52
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 12.24 22.19 20.1 23.46 12.39

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.54%

Others

23.73%

Large Cap

60.36%

Mid Cap

8.37%

Scheme Documents

There are no scheme documents available

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