Scheme Overview

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive
Launch Date: 19-07-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.03% As on ( 31-05-2025)
Status: Open Ended for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,703.84 Cr As on ( 30-05-2025)
Turn over: 80
NAV as on 13-06-2025

26.7813

-0.13 ( -0.4697% )

CAGR Since Inception

18.18%

CRISIL Hybrid 35+65 Aggressive Index

12.22%

PERFORMANCE of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 8.47 20.15 21.85 - 18.18
Benchmark - - - - -
Hybrid: Aggressive 6.11 17.79 19.75 12.02 13.14

Yearly Performance (%)

Fund Managers

FM-1 Ms. Fatema Pacha; FM-2 Mr. Manish Lodha; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg

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.

RETURNS CALCULATOR for Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 10.07 1.06 3.34 1.16 7.61 9.74
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Period :
Data as on - 13-06-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.47 20.33 20.15 21.85 0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.67 18.28 17.96 20.41 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 12.2 19.66 20.03 19.12 13.1
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.39 18.12 16.74 18.11 12.49
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.02 22.77 21.53 26.1 15.86
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.61 20.09 20.24 21.51 12.98
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.59 20.15 20.34 21.58 13.03
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 8.3 21.36 19.98 18.18 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 7.92 19.74 19.85 22.21 12.57
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 7.57 16.68 16.96 17.75 12.78

PORTFOLIO ANALYSIS of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

Subscribe for updates
BSE
Member Code: 31147
AMFI
ARN: 159890