Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
18.90%
3Y annualised
+0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹29.51
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 returns29.9%18.9%22.0%22.2%
Category average23.8%14.5%16.7%NA
Rank with in category675NA
Understand terms

Peer Comparison

Holdings (87)

NameSectorInstrumentAssets
FinancialEquity6.30%
FinancialEquity6.21%
TechnologyEquity3.91%
EnergyEquity3.70%
FinancialEquity3.02%
ConstructionEquity2.96%
CommunicationEquity2.60%
FinancialEquity2.49%
SovereignGOI Sec2.27%
Consumer StaplesEquity1.83%
ConstructionEquity1.73%
Bharti Telecom Ltd.
CommunicationDebenture1.61%
Tata Motors Finance Ltd.
FinancialZCB1.60%
InsuranceEquity1.42%
GOI
SovereignGOI Sec1.38%
SovereignGOI Sec1.37%
Consumer StaplesEquity1.36%
SovereignGOI Sec1.33%
AutomobileEquity1.30%
Capital GoodsEquity1.25%
GOI
SovereignGOI Sec1.23%
FinancialEquity1.21%
HealthcareEquity1.14%
EnergyEquity1.12%
TechnologyEquity1.11%
Consumer StaplesEquity1.10%
FinancialEquity1.10%
AutomobileEquity1.09%
Capital GoodsEquity1.04%
AutomobileEquity1.04%
EnergyEquity1.04%
Kotak Mahindra Prime Ltd.
FinancialDebenture1.00%
TVS Credit Services Ltd.
FinancialNCD1.00%
EnergyEquity0.99%
HealthcareEquity0.99%
ChemicalsEquity0.97%
DiversifiedEquity0.94%
Capital GoodsEquity0.93%
ServicesEquity0.92%
Metals & MiningEquity0.89%
Consumer DiscretionaryEquity0.86%
Consumer DiscretionaryEquity0.86%
Capital GoodsEquity0.84%
HealthcareEquity0.84%
Shriram Finance Ltd
FinancialDebenture0.83%
FinancialEquity0.81%
TechnologyEquity0.80%
HealthcareEquity0.80%
TechnologyEquity0.77%
FinancialEquity0.76%
ServicesEquity0.75%
Capital GoodsEquity0.75%
Consumer StaplesEquity0.71%
ConstructionEquity0.68%
Consumer StaplesEquity0.68%
Godrej Industries Ltd.
Consumer StaplesDebenture0.67%
National Bank For Agriculture & Rural Development
FinancialDebenture0.67%
Muthoot Finance Ltd.
FinancialNCD0.67%
Metals & MiningEquity0.67%
GOI
SovereignGOI Sec0.67%
ServicesEquity0.66%
ServicesEquity0.66%
Consumer StaplesEquity0.65%
TechnologyEquity0.63%
ServicesEquity0.60%
AutomobileEquity0.58%
Tata Realty and Infrastructure Ltd.
ConstructionDebenture0.53%
Capital GoodsEquity0.53%
ServicesEquity0.52%
ChemicalsEquity0.50%
Capital GoodsEquity0.49%
ServicesEquity0.49%
TextilesEquity0.48%
Consumer StaplesEquity0.45%
ServicesEquity0.41%
HealthcareEquity0.39%
FinancialDebenture0.34%
Godrej Industries Ltd.
Consumer StaplesNCD0.33%
Muthoot Finance Ltd.
FinancialNCD0.33%
ConstructionNCD0.33%
TVS Credit Services Ltd.
FinancialDebenture0.33%
ConstructionDebenture0.33%
AutomobileEquity0.23%
GOI
SovereignGOI Sec0.17%
TextilesEquity0.15%
360 ONE Wealth Ltd.
FinancialDebenture0.13%
ConstructionDebenture0.13%
See All

Expense ratio, exit load and tax

Expense ratio: 0.48%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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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