Mahindra Manulife Aggressive Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 24.95 as on 18-04-2024
Fund Performance
179 people have invested ₹ 3.7L in Mahindra Manulife Aggressive Hybrid Fund Direct Growth in the last three months
About the Mahindra Manulife Aggressive Hybrid Fund Direct Growth
Mahindra Manulife Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 23 July, 2019. The fund is managed by Rahul Pal, Manish Lodha, Fatema Pacha. This fund gives you the benefit of diversification.
Key Parameters
- Mahindra Manulife Aggressive Hybrid Fund Direct Growth has ₹1071 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.5.
Mahindra Manulife Aggressive Hybrid Fund Direct Growth Overview
 | 0.5% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹1071 Cr |
 | 23 July, 2019 |
 | ₹1000/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 70% |
Mahindra Manulife Aggressive Hybrid Fund Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
52%
Small cap
14.9%
Mid cap
11.3%
Sector Allocation
Financial Services
28.7%
Industrial
12.4%
Consumer Cyclical
12.2%
Tech
11.9%
Consumer Defensive
9.3%
Basic Materials
7.5%
Energy
7.5%
Health
5.6%
Utilities
3.2%
Communication
1.8%
Top Holdings of Mahindra Manulife Aggressive Hybrid Fund Direct Growth as on (31-Mar-24)
Equity Holdings55
Debt Holdings16
Mahindra Manulife Aggressive Hybrid Fund Direct Growth: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 1.1K Cr as of Mar'24
- AUM increased by 37.2 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Mahindra Manulife Aggressive Hybrid Fund Direct Growth Fund Manager
Rahul Pal
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 23 July 2019
Top funds managed
Manish Lodha
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 21 December 2020
Top funds managed
Fatema Pacha
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 16 October 2020
Top funds managed
Mahindra Manulife Aggressive Hybrid Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 21.4% since inception which is more than its category average return of 12.57%
Fund Allocations
This fund has an allocation of 78.25% in Equity, 19.23% in Debt and 2.53% in Cash related instruments
AUM size ₹1071 Cr
This fund has AUM of ₹1071 Cr which is less than its category average of ₹ 5010 Cr
Expense Ratio 0.5%
This fund has an expense ratio of 0.5% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of Mahindra Manulife Aggressive Hybrid Fund Direct Growth is ₹24.95 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Mahindra Manulife Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.29% | 3.29% |
6 Month Returns | 15.99% | 15.99% |
1 Year Returns | 34.41% | 34.41% |
3 Years Returns | 73.55% | 20.17% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.5% as on March 2024
₹1071 Cr as on March 2024
ICICI Bank Ltd(6.97%), 7.18% Govt Stock 2033(5.89%), HDFC Bank Ltd(5.05%), Reliance Industries Ltd(4.72%), Infosys Ltd(3.52%) as on March 2024
Financial Services(22.48%), Government(10.32%), Industrial(9.67%) as on March 2024
AAA | 63.74 |
AA | 36.26 |
Rahul Pal, Manish Lodha, Fatema Pacha are the fund managers of Mahindra Manulife Aggressive Hybrid Fund Direct Growth
The Exit load of Mahindra Manulife Aggressive Hybrid Fund Direct Growth is 1%