Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
14.88%
3Y annualised
+0.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹27.87
Min. SIP amount₹500
Rating4
Fund size₹1,487.60Cr

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
1Y3Y5YAll
Fund returns16.6%14.9%19.9%20.5%
Category average11.5%10.8%14.7%NA
Rank with in category555NA
Understand terms

Peer Comparison

Holdings (89)

NameSectorInstrumentAssets
FinancialEquity6.49%
FinancialEquity6.42%
TechnologyEquity3.90%
EnergyEquity3.43%
FinancialEquity3.24%
GOI
SovereignGOI Sec2.85%
ConstructionEquity2.83%
CommunicationEquity2.50%
FinancialEquity2.31%
GOI
SovereignGOI Sec2.05%
Bharti Telecom Ltd.
CommunicationDebenture1.80%
ConstructionEquity1.74%
Consumer StaplesEquity1.68%
Tata Motors Finance Ltd.
FinancialZCB1.59%
AutomobileEquity1.53%
SovereignGOI Sec1.46%
Consumer StaplesEquity1.37%
InsuranceEquity1.31%
HealthcareEquity1.30%
GOI
SovereignGOI Sec1.22%
HealthcareEquity1.21%
Capital GoodsEquity1.20%
AutomobileEquity1.17%
FinancialEquity1.14%
EnergyEquity1.10%
Consumer DiscretionaryEquity1.09%
TechnologyEquity1.05%
FinancialEquity1.03%
AutomobileEquity1.02%
FinancialEquity1.00%
TVS Credit Services Ltd.
FinancialNCD0.99%
Kotak Mahindra Prime Ltd.
FinancialDebenture0.99%
Consumer StaplesEquity0.98%
Punjab National Bank
FinancialCD0.97%
EnergyEquity0.97%
HealthcareEquity0.96%
Capital GoodsEquity0.94%
EnergyEquity0.91%
ChemicalsEquity0.90%
Capital GoodsEquity0.88%
Capital GoodsEquity0.87%
ServicesEquity0.86%
Consumer DiscretionaryEquity0.85%
Shriram Finance Ltd
FinancialDebenture0.82%
ServicesEquity0.81%
ServicesEquity0.80%
HealthcareEquity0.79%
TechnologyEquity0.78%
Consumer StaplesEquity0.77%
Metals & MiningEquity0.76%
Capital GoodsEquity0.74%
Metals & MiningEquity0.73%
Capital GoodsEquity0.73%
ConstructionEquity0.72%
FinancialEquity0.72%
ServicesEquity0.71%
Godrej Industries Ltd.
Consumer StaplesDebenture0.66%
National Bank For Agriculture & Rural Development
FinancialDebenture0.66%
Muthoot Finance Ltd.
FinancialNCD0.66%
ServicesEquity0.66%
Consumer StaplesEquity0.65%
GOI
SovereignGOI Sec0.63%
TextilesEquity0.63%
Consumer StaplesEquity0.62%
TechnologyEquity0.56%
TechnologyEquity0.56%
Tata Realty and Infrastructure Ltd.
ConstructionDebenture0.53%
ChemicalsEquity0.50%
Capital GoodsEquity0.48%
ChemicalsEquity0.46%
ServicesEquity0.45%
HealthcareEquity0.44%
Consumer StaplesEquity0.43%
FinancialNCD0.34%
FinancialDebenture0.34%
Godrej Industries Ltd.
Consumer StaplesNCD0.33%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.33%
ConstructionDebenture0.33%
TVS Credit Services Ltd.
FinancialDebenture0.33%
Muthoot Finance Ltd.
FinancialNCD0.33%
ConstructionNCD0.33%
DiversifiedEquity0.29%
AutomobileEquity0.23%
TextilesEquity0.18%
GOI
SovereignGOI Sec0.16%
ConstructionDebenture0.13%
360 ONE Wealth Ltd.
FinancialDebenture0.13%
ServicesEquity0.01%
HealthcareEquity0.01%
See All

Expense ratio, exit load and tax

Expense ratio: 0.50%

Inclusive of GST

Exit load

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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

Amit Garg
May 2024 - Present
View details

Education
Mr Garg is a B.Com, MMS Finance, CFA
Experience
Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Darashaw & Co. and Daiwa Asset Management (India) Pvt. 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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