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  • Mahindra Mutual Fund
  • Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)

HybridAggressive Hybrid

17.1455

NAV (Feb 01)

16.5%
Till Date 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

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

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

2.53

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

Fund Managers

Manish Lodha

Fund Manager

Rahul Pal

Fund Manager

Fatema Pacha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-01

Top Stock Holdings

icici bank ltd

6.6%
6.6%

housing development finance corp ltd

5.3%
5.3%

reliance industries ltd

4.9%
4.9%

infosys ltd

4.8%
4.8%

7.38% govt stock 2027

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

24.4%
24.4%

industrials

10.3%
10.3%

technology

9.6%
9.6%

basic materials

6.5%
6.5%

consumer cyclical

6%
6%
See all sectors

Compare Mahindra Manulife Hybrid Equity Nivesh Yojana fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 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.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox 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)?

    Mahindra Manulife Hybrid Equity Nivesh Yojana 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 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.