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  • 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

15.9447

NAV (Oct 13)

27.2%
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

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

294 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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

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Historical NAV

15.9447

NAV (Oct 13)

Fund Returns

Last 1Y
52%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
27.2%
6 Month CAGR
23.6%
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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.57
Launched (2y ago)
Jul 23, 2019
AUM in Crores
293.574
ISIN
INF174V01762
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 25+75-Aggressive TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Fatema Pacha

Fund Manager

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Manish Lodha

Fund Manager

user-avatar

Rahul Pal

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 7,367 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,20 debt and 9 hybrid funds.

amc-img

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

    30%

    18.9%

    top-ranked-badge

    29.8%

    18.8%

    top-ranked-badge

    29.8%

    18.8%

    6.2%

    6.1%

    %

    20.6%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    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 27.2% 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

    Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

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

    The Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) fund was launched on Jul 23, 2019. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-13 is ₹15.94. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹293.574. The category risk of the Mahindra Manulife Hybrid Equity Nivesh Yojana of Income Dis cum Cptl Wdrl fund (RIDCW-A) fund is Very High Risk. The fund charges 2.57 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 78.6% in this asset class. The top three holdings of the fund are , tri party repo , icici bank ltd , reliance industries ltd , hdfc bank ltd , infosys ltd , tata consultancy services ltd , hindustan unilever ltd , axis bank ltd , state bank of india , larsen & toubro ltd , rural electrification corporation limited , kotak mahindra bank ltd , bajaj finance limited , national bank for agriculture and rural development , 5.63% govt stock 2026 , 5.15% govt stock 2025 , 6.10% govt stock 2031 , housing development finance corp ltd , pi industries ltd , astral ltd , hcl technologies ltd , gland pharma ltd , icici lombard general insurance co ltd , sun pharmaceuticals industries ltd , divi's laboratories ltd , hindalco industries ltd , ultratech cement ltd , ambuja cements ltd , max financial services ltd , dr reddy's laboratories ltd , bajaj auto ltd , blue dart express ltd , alkem laboratories ltd , jindal stainless ltd , maruti suzuki india ltd , honeywell automation india ltd , bata india ltd , century textiles & industries ltd , larsen & toubro infotech ltd , nhpc ltd , 6.64% govt stock 2035 , fortis healthcare ltd , abb india ltd , sbi cards and payment services ltd ordinary shares , tata communications ltd , sbi life insurance company limited , balrampur chini mills ltd , atul ltd , cesc ltd , timken india ltd , mrf ltd , bosch ltd , grindwell norton ltd , vip industries ltd , mm forgings ltd , whirlpool of india ltd , minda industries ltd , greenply industries ltd , avenue supermarts ltd , net receivables / (payables)

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

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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