Mahindra Manulife Aggressive Hybrid Fund

Name: Mahindra Manulife Aggressive Hybrid Fund-Dir Growth
Brand: Mahindra Manulife Mutual Fund

Hybrid · Aggressive Hybrid

· ★★★★

NAV 19.57 as on 31 May 23

0.03 (0.2%) Last Change

25.6% 3Y CAGR returns

500

Min SIP

1,000

Min Lumpsum

0.63 %

Expense Ratio

★★★★

Rating

651

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

--

Invest Now

Scheme Performance

	1Y	1Y	3Y	3Y	5Y	5Y	Max	Max
Trailing Returns	15.7%	25.6%	-	19%
Category Average	14%	25%	13.5%	-

Scheme Allocation

By Holding

By Sector

By Asset

ICICI Bank

6.81%

H D F C

5.25%

Reliance Industr

4.39%

Infosys

St Bk of India

3.49%

Others

76.06%

Advance Ratio

0.53

Alpha

3.35

0.71

Beta

0.56

Sharpe

Exit Load

Exit Load	10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 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 12 months from the date of allotment of Units; Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 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 12 months from the date of allotment of Units; Nil - If Units are redeemed / switched-out after completion of 12 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

Fund Name
Fund Size
1Y
3Y Returns
5Y

ICICI Pru Equity & Debt Fund
- Hybrid
- Aggressive Hybrid
22,144
14.1%

Fund Size - 22,144
29.4%

Fund Size - 22,144
15.5%

Fund Size - 22,144

UTI-Hybrid Equity Fund
- Hybrid
- Aggressive Hybrid
4,440
14.8%

Fund Size - 4,440
25.3%

Fund Size - 4,440
11%

Fund Size - 4,440

Nippon India Equity Hybrid Fund
- Hybrid
- Aggressive Hybrid
2,820
15.3%

Fund Size - 2,820
24.9%

Fund Size - 2,820
6.9%

Fund Size - 2,820

Tata Hybrid Equity Fund
- Hybrid
- Aggressive Hybrid
3,249
15.6%

Fund Size - 3,249
23.3%

Fund Size - 3,249
11.2%

Fund Size - 3,249

Franklin India Equity Hybrid Fund
- Hybrid
- Aggressive Hybrid
1,374
13%

Fund Size - 1,374
22.4%

Fund Size - 1,374
11.1%

Fund Size - 1,374

View all schemes

AMC Contact Details

Mahindra Manulife Mutual Fund

AUM:

9,820 Cr

Address:

1st Floor, Sadhana House, Behind Mahindra Tower, 570 P.B.Marg, Worli, Mumbai 400018

Contact:

022-66327900

Email ID:

mfinvestors@mahindra.com

Frequently Asked Questions

How to invest in Mahindra Manulife Aggressive Hybrid Fund ?

You can invest in Mahindra Manulife Aggressive Hybrid Fund 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 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 ?

The NAV of Mahindra Manulife Aggressive Hybrid Fund is ₹19.5 as of 31 May 2023.

How to redeem Mahindra Manulife Aggressive Hybrid Fund 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?

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

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

The top sectors Mahindra Manulife Aggressive Hybrid Fund has invested in are

ICICI Bank - 6.81%
H D F C - 5.25%
Reliance Industr - 4.39%
Infosys - 4%
St Bk of India - 3.49%

How much returns have Mahindra Manulife Aggressive Hybrid Fund generated ?

The Mahindra Manulife Aggressive Hybrid Fund has delivered 19% since inception

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

The expense ratio of Mahindra Manulife Aggressive Hybrid Fund is 0.63 % as of 31 May 2023.

What is the AUM of Mahindra Manulife Aggressive Hybrid Fund?

The AUM of Mahindra Manulife Aggressive Hybrid Fund is ₹9,820 Cr as of 31 May 2023

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

The top stock holdings of Mahindra Manulife Aggressive Hybrid Fund are

ICICI Bank - 6.81%
H D F C - 5.25%
Reliance Industr - 4.39%
Infosys - 4%
St Bk of India - 3.49%