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- Mahindra Mutual Fund
- Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)
Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)
₹ 17.1455
NAV (Feb 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.1455
NAV (Feb 1)
Fund Returns
Last 1Y | -0.2% |
Last 3Y | 15.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.5% |
6 Month CAGR | 1.7% |
Scheme Information
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 | 2.53 |
Launched (4y ago) | Jul 23, 2019 |
AUM in Crores | 608.066 |
ISIN | INF174V01754 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1.09 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.773 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.27 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth) | NaN | NaN | % | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
6.6%housing development finance corp ltd
5.3%reliance industries ltd
4.9%infosys ltd
4.8%7.38% govt stock 2027
4.1%Allocation by Sector
financial services
24.4%industrials
10.3%technology
9.6%basic materials
6.5%consumer cyclical
6%Compare Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,281 cr | ||
₹ 2,750 cr | ||
₹ 422 cr | ||
₹ 3,294 cr | ||
₹ 949 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,762 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,25 debt and 9 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.3% | 7.7% | ||
9.6% | 8.1% | ||
9.6% | 8.1% | ||
19.6% | 12.7% | ||
19.5% | 11.4% |
Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) Review
Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 16.5% over a period of 3 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Manish Lodha, Rahul Pal.
Nav of Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) as of 2/1/2023 is ₹17.15 with the total AUM as of 2/2/2023 is ₹608.066. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Hybrid Equity Nivesh Yojana 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 Hybrid Equity Nivesh Yojana 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 Hybrid Equity Nivesh Yojana fund (G)?
How to invest in Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)?
You can invest in Mahindra Manulife Hybrid Equity Nivesh Yojana 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 Hybrid Equity Nivesh Yojana fund (G)?
The minimum sip amount for Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) good to invest in?
As per Scripbox experts, Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Hybrid Equity Nivesh Yojana 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 Hybrid Equity Nivesh Yojana fund (G)?
The expense ratio of the Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G) is 2.53% for regular plan.