• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Aggressive Hybrid Fund (Growth)

Formerly Mahindra Manu Hy Eq Nivesh Yjn Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

25.9483

NAV (Jul 25)

21%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.9483

NAV (Jul 25)

Fund Returns

Last 1Y
34%
Last 3Y
18.4%
Last 5Y
21%
Last 10Y
NA
Since Inception
20.9%
6 Month CAGR
19.4%

Scheme Information

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. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Expense Ratio
2.09
Launched (5y ago)
Jul 23, 2019
AUM in Crores
1275.839
ISIN
INF174V01754
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.6
Standard Deviation (5yr)
0
Beta (3yr)
1.12
Beta (5yr)
0
Sharpe Ratio (3yr)
1.136
Sharpe Ratio (5yr)
0
YTM
7.73
Fund Managers

Fatema Pacha

Fund Manager

Manish Lodha

Fund Manager

Rahul Pal

Fund Manager

Amit Garg

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Aggressive Hybrid Fund (Growth)70%12,50,354 5,17,74221%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-25

Top Stock Holdings

icici bank ltd

5.7%
5.7%

hdfc bank ltd

5.6%
5.6%

reliance industries ltd

4.8%
4.8%

infosys ltd

3.9%
3.9%

7.1% govt stock 2034

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

20.9%
20.9%

consumer cyclical

11.3%
11.3%

industrials

10.2%
10.2%

technology

8.6%
8.6%

consumer defensive

8%
8%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,720 cr

₹ 37,036 cr

₹ 9,464 cr

₹ 3,355 cr

₹ 3,282 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 25,976 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.3%

9.5%

5.9%

5.9%

7.3%

8.6%

7.3%

8.6%

Mahindra Manulife Aggressive Hybrid Fund (G) Review

Mahindra Manulife Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 21% over a period of 5 years. The fund was previously known as Mahindra Manu Hy Eq Nivesh Yjn Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Amit Garg, Fatema Pacha, Manish Lodha, Rahul Pal.

Nav of Mahindra Manulife Aggressive Hybrid Fund (G) as of 7/25/2024 is ₹25.95 with the total AUM as of 7/26/2024 is ₹1275.839. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Aggressive Hybrid Fund (G) was launched on Jul 23, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mahindra Manulife Aggressive Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Mahindra Manulife Aggressive Hybrid Fund (G)?

Mahindra Manulife Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Aggressive Hybrid Fund (G)?

You can invest in Mahindra Manulife Aggressive Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Mahindra Manulife Aggressive Hybrid Fund (G)?

The minimum sip amount for Mahindra Manulife Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Aggressive Hybrid Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Aggressive Hybrid Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Aggressive Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Mahindra Manulife Aggressive Hybrid Fund (G)?

The expense ratio of the Mahindra Manulife Aggressive Hybrid Fund (G) is 2.09% for regular plan.