Mahindra Manulife Aggressive Hybrid Fund

Mahindra Manulife Aggressive Hybrid Fund

Get the latest NAV of Mahindra Manulife Aggressive Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹30.07

0.6%1D

NAV as on 20 Apr 2026

17.74%/per year

Since Inception

Absolute Gain%

1117 people have invested ₹ 39.6L in Mahindra Manulife Aggressive Hybrid Fund in the last three months

Mahindra Manulife Aggressive Hybrid Fund Performance vs. Aggressive Allocation Index

Fund returns vs Benchmark returns vs Category Average returns as on (20-Apr-26)

The fund has outperformed the benchmark (Aggressive Allocation Index) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
3.16%
-3.11%
-2.93%
4.79%
17.47%
15.8%
Aggressive Allocation Index
5.43%
0.37%
-2.52%
5.44%
13.41%
11.95%
Aggressive Allocation Avg
4.15%
-1.46%
-2.23%
5.65%
14.56%
12.92%
Best in Aggressive Allocation
8.68%
5.38%
5.3%
14.38%
21.51%
19.49%
Worst in Aggressive Allocation
0.64%
-5.17%
-6.71%
0.07%
10.53%
10.32%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Mahindra Manulife Aggressive Hybrid Fund
-
2,058Cr
0.57%
4.79%
17.47%
3.69
1.13
0.76
1.15
1.49
ICICI Prudential Equity & Debt Fund
1/18
46,700Cr
0.92%
8%
19.34%
5.51
1.01
0.96
1.50
2.03
Edelweiss Aggressive Hybrid Fund
2/18
3,309Cr
0.36%
7.06%
17.66%
3.79
1.10
0.78
1.15
1.64
Mirae Asset Aggressive Hybrid Fund
3/18
8,682Cr
0.41%
9.49%
15.52%
1.68
1.12
0.59
0.84
1.06

Mahindra Manulife Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Absolute Return

Mahindra Manulife Aggressive Hybrid Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
60%

Mid cap
12.1%

Small cap
3.9%

Mahindra Manulife Aggressive Hybrid Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
34.3%
Consumer Cyclical
13.7%
Tech
11.4%
Industrial
8.6%
Basic Materials
6.5%
Consumer Defensive
6.2%
Energy
6.1%
Health
5.2%
Communication
4.1%
Real Estate
2.2%
Utilities
1.8%

Top 3 Sectors in March were Corporate, Financial Services & Government

Mar'26

Corporate

49%

Financial Services

30%

Government

21%

Feb'26

Corporate

46%

Financial Services

34%

Government

33%

Mahindra Manulife Aggressive Hybrid Fund Holdings Details

as on (31-Mar-26)

Holdings
Weight%
1M Change
ICICI Bank Ltd
5.96%
10.9%
HDFC Bank Ltd
5.77%
13.6%
Reliance Industries Ltd
4.32%
0%
Infosys Ltd
3.01%
0%
Bharti Airtel Ltd
2.29%
45.1%
Top Stocks bought last month
TVS Credit Services Limited's allocation increased from 0.14% to 0.72%
TVS Credit Services Limited's allocation increased from 0.14% to 0.72%
Muthoot Finance Limited's allocation increased from 0.24% to 0.48%
Muthoot Finance Limited's allocation increased from 0.24% to 0.48%
Godrej Industries Limited's allocation increased from 0.48% to 0.48%
Godrej Industries Limited's allocation increased from 0.48% to 0.48%
Top Stocks sold last month
Tata Steel Ltd's allocation decreased from 5.26 % to 0.78 %
Tata Steel Ltd's allocation decreased from 5.26 % to 0.78 %
Dixon Technologies (India) Ltd's allocation decreased from 5.26 % to 0.55 %
Dixon Technologies (India) Ltd's allocation decreased from 5.26 % to 0.55 %
National Bank For Agriculture And Rural Development's allocation decreased from 0.49 % to 0.48 %
National Bank For Agriculture And Rural Development's allocation decreased from 0.49 % to 0.48 %

Mahindra Manulife Aggressive Hybrid Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.57%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹2058 Cr
Inception Date23 July, 2019
Min Lumpsum/SIP₹1,000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
76.49%
Risk
Risk meter
pointer
Very High Risk

About Mahindra Manulife Aggressive Hybrid Fund

Mahindra Manulife Aggressive Hybrid Fund is a hybrid fund. This fund was started on 23 July, 2019. The fund is managed by Amit Garg, Kirti Dalvi, Rahul Pal, Fatema Pacha. This fund gives you the benefit of diversification.

Key Parameters

  1. Mahindra Manulife Aggressive Hybrid Fund has ₹2058 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

Mahindra Manulife Aggressive Hybrid Fund has given a CAGR return of 17.74% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.79%, 17.47% and 15.80% respectively.

Holdings

Mahindra Manulife Aggressive Hybrid Fund has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Government, Consumer Cyclical, Tech, Industrial, Energy, Health, Consumer Defensive, Basic Materials, Communication, Utilities, Real Estate.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Mahindra Manulife Aggressive Hybrid Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Mahindra Manulife Aggressive Hybrid Fund has no lock in period.

Fund Manager

Amit Garg

Fund Manager of Mahindra Manulife Aggressive Hybrid Fund, since 2 May 2024

Kirti Dalvi

Fund Manager of Mahindra Manulife Aggressive Hybrid Fund, since 2 December 2025

Rahul Pal

Fund Manager of Mahindra Manulife Aggressive Hybrid Fund, since 23 July 2019

Fatema Pacha

Fund Manager of Mahindra Manulife Aggressive Hybrid Fund, since 16 October 2020

Learn more about Mahindra Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 2.1K Cr
₹ 2.2K Cr
₹ 2.1K Cr
  • AUM of the fund stands at 2.1K Cr as of Mar'26
  • AUM decreased by 138.6 Cr between Mar'26 and Feb'26

Frequently Asked Questions for Mahindra Manulife Aggressive Hybrid Fund

How do I invest in Mahindra Manulife Aggressive Hybrid Fund?

INDmoney makes it simple to invest in the Mahindra Manulife Aggressive Hybrid Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Mahindra Manulife Aggressive Hybrid Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Mahindra Manulife Aggressive Hybrid Fund?

The NAV of the fund today is ₹30.07. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Mahindra Manulife Aggressive Hybrid Fund fund has generated a return of 4.79% in 1 year, 17.47% in 3 years, 15.80% in 5 years.

Who is the fund manager of Mahindra Manulife Aggressive Hybrid Fund?

The fund managers are Amit Garg, Kirti Dalvi, Rahul Pal, Fatema Pacha.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-3 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.57%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2058 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

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

The top 3 holdings of the fund are ICICI Bank Ltd(5.96%), HDFC Bank Ltd(5.77%), Reliance Industries Ltd(4.32%)