Mahindra Manulife Aggressive Hybrid Fund-Dir Growth

Hybrid · Aggressive Hybrid
 · ★★★★
500
Min SIP
1,000
Min Lumpsum
0.59 %
Expense Ratio
★★★★
Rating
789
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.2% 24.7% - 19.9%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
6.55%
5.87%
3.77%
Others
76.37%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.55%
ICICI Bank Banks Equity 5.87%
Reliance Industr Refineries Equity 4.11%
Infosys IT - Software Equity 3.77%
St Bk of India Banks Equity 3.33%
TCS IT - Software Equity 2.39%
Axis Bank Banks Equity 2.17%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.11%
UltraTech Cem. Cement Equity 1.88%
Bharti Airtel Telecomm-Service Equity 1.67%
SBI Life Insuran Insurance Equity 1.66%
Tata Motors-DVR Automobile Equity 1.62%
GAIL (India) Gas Distribution Equity 1.5%
Hind. Unilever FMCG Equity 1.38%
Tata Power Co. Power Generation & Distribution Equity 1.3%
Whirlpool India Consumer Durables Equity 1.28%
Suzlon Energy Capital Goods - Electrical Equipment Equity 1.28%
G S F C Fertilizers Equity 1.19%
Firstsour.Solu. IT - Software Equity 1.17%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 1.16%
Kotak Mah. Bank Banks Equity 1.14%
Deepak Nitrite Chemicals Equity 1.13%
Kaynes Tech Consumer Durables Equity 1.11%
Natco Pharma Pharmaceuticals Equity 1.09%
M & M Automobile Equity 1.09%
HCL Technologies IT - Software Equity 1.05%
NHPC Ltd Power Generation & Distribution Equity 1.05%
Union Bank (I) Banks Equity 1.03%
Bata India Leather Equity 1.03%
Britannia Inds. FMCG Equity 1.02%
Vardhman Textile Textiles Equity 1%
Ratnamani Metals Steel Equity 0.97%
Biocon Pharmaceuticals Equity 0.95%
Home First Finan Finance Equity 0.95%
Bharat Forge Castings, Forgings & Fastners Equity 0.95%
Natl. Aluminium Non Ferrous Metals Equity 0.93%
Uno Minda Auto Ancillaries Equity 0.93%
Lak. Mach. Works Engineering Equity 0.91%
Jio Financial Finance Equity 0.89%
Tech Mahindra IT - Software Equity 0.87%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.86%
Century Textiles Paper Equity 0.85%
Schaeffler India Bearings Equity 0.85%
United Spirits Alcoholic Beverages Equity 0.83%
Apollo Pipes Plastic products Equity 0.77%
Torrent Pharma. Pharmaceuticals Equity 0.76%
V-Mart Retail Retail Equity 0.75%
Tega Inds. Engineering Equity 0.74%
One 97 E-Commerce/App based Aggregator Equity 0.7%
Container Corpn. Logistics Equity 0.64%
Oberoi Realty Realty Equity 0.56%
Gillette India FMCG Equity 0.53%
Volt.Transform. Capital Goods - Electrical Equipment Equity 0.47%
L G Balakrishnan Auto Ancillaries Equity 0.4%
Kajaria Ceramics Ceramic Products Equity 0.08%
Debt
22.3%
Banks
19.58%
IT-Software
7.64%
Petroleum Products
4.46%
Industrial Products
3.75%
Others
42.27%
View all Sectors
Sectors Asset
Debt 22.3%
Banks 19.58%
IT-Software 7.64%
Petroleum Products 4.46%
Industrial Products 3.75%
Construction 3.28%
Industrial Manufacturing 2.63%
Consumer Durables 2.6%
Automobiles 2.48%
Pharmaceuticals & Biotech 2.47%
Power 2.02%
Cement & Cement Products 1.93%
Auto Components 1.89%
Telecom-Services 1.78%
Electrical Equipments 1.56%
Insurance 1.51%
Finance 1.48%
Diversified FMCG 1.44%
Cash & Others 1.28%
Capital Markets 1.18%
Food Products 1.06%
Commercial Services & Sup 1.06%
Chemicals & Petrochemical 1.05%
Non-Ferrous Metals 0.97%
Textiles & Apparels 0.96%
Gas 0.93%
Paper, Forest & Jute Prod 0.92%
Beverages 0.86%
Healthcare Services 0.81%
Retailing 0.78%
Realty 0.73%
Fertilisers & Agrochemica 0.73%
Financial Technology (Fin 0.68%
Transport Services 0.68%
Agricultural Food & other 0.52%
Equity
77.26%
Govt Securities / Sovereign
11.68%
Corporate Debentures
5.29%
Certificate of Deposit
1.86%
Reverse Repos
1.42%
Others
2.49%
View all Assets
Assets Asset
Equity 77.26%
Govt Securities / Sovereign 11.68%
Corporate Debentures 5.29%
Certificate of Deposit 1.86%
Reverse Repos 1.42%
Commercial Paper 1.26%
Net Curr Ass/Net Receivables 1.22%

Advance Ratio

8.5
Alpha
3.28
SD
0.73
Beta
1.93
Sharpe

Exit Load

Exit Load 10% of the units allotted shall be redeemed without any exit load, on or before completion of 3 months from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load: An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 3 months from the date of allotment of Units; Nil - If Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.

Fund 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.

Fund Managers

Fatema Pacha

Ms. Fatema Pacha has been an Equity Fund Manager in Mahindra Manulife Mutual Fund since September 2020. She has over 14 years of work experience in equity research and fund management. She holds a PGDBM (Finance) from SP Jain Institute of Management and Research and a B.E. (Computers) degree from Thadomal Shahani Engineering College. Ms. Fatema also worked for ICICI Prudential Life Insurance Company and UTI Mutual Fund before joining Mahindra Manulife Mutual Fund.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
No. 204, 2nd Floor, Amiti Building, Piramal Agastya Corporate Park LBS Road, Kurla(w), Mumbai 400070
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

Frequently Asked Questions

How to invest in Mahindra Manulife Aggressive Hybrid Fund-Dir Growth ?

You can invest in Mahindra Manulife Aggressive Hybrid Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife Aggressive Hybrid Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth ?

The NAV of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth is ₹21.4 as of 29 September 2023.

How to redeem Mahindra Manulife Aggressive Hybrid Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth?

The minimum SIP amount of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth is ₹500

What are the top sectors Mahindra Manulife Aggressive Hybrid Fund-Dir Growth has invested in?

The top sectors Mahindra Manulife Aggressive Hybrid Fund-Dir Growth has invested in are
  1. Debt - 22.3%
  2. Banks - 19.58%
  3. IT-Software - 7.64%
  4. Petroleum Products - 4.46%
  5. Industrial Products - 3.75%

Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Mahindra Manulife Aggressive Hybrid Fund-Dir Growth generated ?

The Mahindra Manulife Aggressive Hybrid Fund-Dir Growth has delivered 19.9% since inception

What is the expense ratio of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth ?

The expense ratio of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth is 0.59 % as of 29 September 2023.

What is the AUM of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth?

The AUM of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth is ₹10,262 Cr as of 29 September 2023

What are the top stock holdings of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth?

The top stock holdings of Mahindra Manulife Aggressive Hybrid Fund-Dir Growth are
  1. HDFC Bank - 6.55%
  2. ICICI Bank - 5.87%
  3. Reliance Industr - 4.11%
  4. Infosys - 3.77%
  5. St Bk of India - 3.33%

How can I redeem my investments in Mahindra Manulife Aggressive Hybrid Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Aggressive Hybrid Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now