Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW

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: 2.16% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,070.68 Cr As on (31-03-2024)
Turn over: 84% | Exit Load: For units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.

17.5251

18.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 2x
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
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.84
Average Maturity 5.92

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 - IDCW 19-07-2019 32.08 15.79 17.29 - -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 50.09 27.36 23.04 18.15 13.94
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 45.72 19.6 24.11 20.86 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 39.04 20.8 25.41 20.06 17.59
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 38.28 18.38 22.91 23.97 18.71
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.79 16.2 15.06 12.62 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.53 16.26 17.79 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.31 18.37 19.24 16.23 14.22
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.19 18.21 19.13 16.17 14.18
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 32.1 16.46 - - -

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

16.86%

Others

24.22%

Large Cap

52.29%

Mid Cap

6.63%

Scheme Documents

There are no scheme documents available

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