• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A)
Mahindra Mutual Fund

Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A)

HybridAggressive Hybrid

16.3838

NAV (Jan 17)

25.4%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

343 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

16.3838

NAV (Jan 17)

Fund Returns

Last 1Y

32.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

25.4%

6 Month CAGR

12.7%

info-icon-blue

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

2.67

Launched (3y ago)

Jul 23, 2019

AUM in Crores

342.772

ISIN

INF174V01762

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Fatema Pacha

Fund Manager

user-avatar

Manish Lodha

Fund Manager

user-avatar

Rahul Pal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 8,482 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 9 hybrid funds.

amc-img

  • tel-amc-about
    022-66327900
  • mail-amc-about
    mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    28.5%

    18.3%

    5.1%

    5.5%

    4.7%

    5.8%

    28.3%

    18.2%

    28.3%

    18.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) Review

    Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 25.4% over a period of 2 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 of Income Dis cum Cptl Wdrl fund (RIDCW-A) as of 17/01/2022 is ₹16.38 with the total AUM as of 18/01/2022 is ₹342.772. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) 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 of Income Dis cum Cptl Wdrl fund (RIDCW-A) 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 of Income Dis cum Cptl Wdrl fund (RIDCW-A)?

    How to invest in Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A)?

    What is the minimum sip amount of Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A)?

    Is Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) good to invest in?

    What is the expense ratio of the Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A)?