Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
20.18%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
All
NAV: 23 Feb 2024₹24.60
Min. SIP amount₹500
Rating4
Fund size₹1,002.13Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA34.3%20.2%21.6%
Category averageNA29.9%15.6%NA
Rank with in categoryNA97NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
FinancialEquity5.37%
SovereignGOI Sec5.35%
EnergyEquity4.81%
FinancialEquity4.80%
TechnologyEquity3.79%
FinancialEquity2.88%
Bharti Telecom Ltd.
CommunicationDebenture2.40%
TechnologyEquity2.16%
Consumer StaplesEquity2.09%
GOI
SovereignGOI Sec1.97%
See All

Expense ratio, exit load and tax

Expense ratio: 0.48%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Manish Lodha
Dec 2020 - Present
View details

Education
Mr. Lodha is a Chartered Accountant and Company Secretary
Experience
Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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