| Category: Hybrid: Aggressive |
| Launch Date: 19-07-2019 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 1.98% As on ( 31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,108.49 Cr As on ( 31-12-2025) |
| Turn over: 80 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 8.79 | 16.86 | 16.33 | - | 16.6 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 7.35 | 14.52 | 13.98 | 12.23 | 12.58 |
FM-1 Ms. Fatema Pacha; FM-2 Ms. Kirti Dalvi ; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg
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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 10.07 | 1.07 | 3.42 | 1.15 | 7.61 | 9.74 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Small Cap
2.99%
Others
24.52%
Large Cap
58.29%
Mid Cap
14.2%
| Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 8.79 | 16.86 | 16.33 | 0.0 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 12.46 | 18.89 | 21.36 | 16.47 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 12.36 | 15.84 | 14.77 | 0.0 |
| Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | 02-07-2015 | 11.3 | 14.33 | 13.26 | 13.09 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 9.89 | 14.31 | 13.32 | 12.44 |
| HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 8.94 | 15.84 | 12.79 | 11.16 |
| Nippon India Aggressive Hybrid Fund - Growth Plan | 05-06-2005 | 8.84 | 15.1 | 15.38 | 10.34 |
| Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth | 10-02-1995 | 8.56 | 14.69 | 12.62 | 10.91 |
| Union Aggressive Hybrid Fund - Regular Plan - Growth Option | 18-12-2020 | 8.35 | 13.45 | 12.65 | 0.0 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 01-02-1993 | 8.33 | 13.91 | 12.74 | 12.84 |