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  • Mahindra Manulife Investment Management Pvt. Ltd.
  • Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (Dividend Payout - Annually)
Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (Dividend Payout - Annually)

Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (Dividend Payout - Annually)

HybridAggressive Hybrid

13.2452

NAV (Mar 01)

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

150 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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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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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

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Very High Risk

2.57 %

Expense Ratio

Jul 23, 2019

Launched (2y ago)

₹ 150

AUM in Crores

INF174V01770

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 25+75-Aggressive TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Fatema Pacha

Fund Manager

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Manish Lodha

Fund Manager

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Rahul Pal

Fund Manager

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Srinivasan Ramamurthy

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

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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

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 5,089 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 17 equity,19 debt and 9 hybrid funds.

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  • tel-amc-about
    022-66327900
  • mail-amc-about
    mfinvestors@mahindra.com
  • Mahindra Manulife Multi Cap Badhat Yojana (G)

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    Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)

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    Aggressive Hybrid

    ₹ 149 Cr

    Fund Size

    N/A

    3Y returns

    Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)

    Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)

    Liquid

    ₹ 1,700 Cr

    Fund Size

    N/A

    3Y returns

    Mahindra Manulife Liquid Fund (G)

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    Liquid

    ₹ 1,700 Cr

    Fund Size

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    3Y returns

    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
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    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A)

    About Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A)

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 22.4% 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, Srinivasan Ramamurthy

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-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 YojanaRegular fund (DP-A) NAV,AUM,Risk

    The Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) fund was launched on Jul 23, 2019. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-01 is ₹ 13.2452. The total AUM (Asset Under Management) of the fund as of 2021-03-01 is ₹ 149.468. The category risk of the Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) fund is Very High Risk. The fund charges 2.57 % as expense ratio.

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 73.1% in this asset class. The top three holdings of the fund are rural electrification corporation limited,bajaj finance limited and 5.15% govt stock 2025

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-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.

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 25+75-Aggressive TR INR

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) Review

    Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Hybrid Equity Nivesh YojanaRegular fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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