Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Get the latest NAV of Mahindra Manulife Aggressive Hybrid Fund Direct Growth. 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.

₹29.87

0.1%1D

NAV as on 16 May 2025

20.69%/per year

Since Inception

Absolute Gain%

763 people have invested ₹ 32.8L in Mahindra Manulife Aggressive Hybrid Fund Direct Growth in the last three months

Fund Performance

as on (16-May-25)

Period
This Fund
Aggressive Allocation Index
1 Month
5.4%
5.11%
3 Months
10.03%
8.38%
6 Months
6.36%
3.48%
1 Year
16.37%
10.62%
3 Years
22.21%
17.86%
5 Years
25.33%
21.68%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Mahindra Manulife Aggressive Hybrid Fund
-
1,639Cr
0.47%
16.37%
22.21%
20.69%
ICICI Prudential Equity & Debt Fund Direct Growth
2/19
42,340Cr
1.02%
12.74%
22.12%
17.77%
DSP Aggressive Hybrid Fund Direct Growth
3/19
10,829Cr
0.71%
19.7%
20.77%
14.72%
HDFC Hybrid Equity Fund Direct Growth
9/19
23,851Cr
1.06%
11.35%
16.91%
15.14%

Mahindra Manulife Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Total Corpus

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Absolute Return

Mahindra Manulife Aggressive Hybrid Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 77.5%

Debt & Cash 22.5%

Large cap
60.4%

Mid cap
8.4%

Small cap
7.5%

Mahindra Manulife Aggressive Hybrid Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 77.5%

Debt & Cash 22.5%

Financial Services
32%
Consumer Cyclical
15%
Industrial
13%
Tech
9.1%
Consumer Defensive
7.6%
Energy
6.5%
Basic Materials
5.6%
Health
5.2%
Utilities
3.3%
Communication
2.8%

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

Apr'25

Corporate

46%

Government

38%

Financial Services

36%

Mar'25

Government

43%

Corporate

40%

Financial Services

35%

Mahindra Manulife Aggressive Hybrid Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
6.89%
-5.9%
ICICI Bank Ltd
6.78%
0%
Reliance Industries Ltd
4.88%
11.6%
Infosys Ltd
3.01%
19.5%
Axis Bank Ltd
2.8%
0%

Mahindra Manulife Aggressive Hybrid Fund Direct Growth Overview

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

Expense ratio0.47%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹1639 Cr
Inception Date23 July, 2019
Min Lumpsum/SIP₹1000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
93.3%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Mahindra Manulife Aggressive Hybrid Fund

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

Key Parameters

  1. Mahindra Manulife Aggressive Hybrid Fund Direct Growth has ₹1639 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 0.5.

Returns

Mahindra Manulife Aggressive Hybrid Fund Direct Growth has given a CAGR return of 20.69% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 16.37%, 22.21% and 25.33% respectively.

Holdings

Mahindra Manulife Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Consumer Defensive, Energy, Basic Materials, Health, 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 Direct Growth

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 Direct Growth has no lock in period.

Fund Manager

Amit Garg

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

Fatema Pacha

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

Rahul Pal

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

Manish Lodha

Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 21 December 2020

Learn more about Mahindra Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 1.6K Cr
₹ 1.6K Cr
₹ 1.5K Cr
  • AUM of the fund stands at 1.6K Cr as of Apr'25
  • AUM increased by 72.1 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Mahindra Manulife Aggressive Hybrid Fund Direct Growth

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

The current NAV of Mahindra Manulife Aggressive Hybrid Fund Direct Growth is ₹29.87 as on 16-May-2025.

What are the average returns of Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

Existing (Absolute + CAGR) as on 16-May-2025.
Mahindra Manulife Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.4%
5.4%
6 Month Returns
6.36%
6.36%
1 Year Returns
16.37%
16.37%
3 Years Returns
82.51%
22.21%

How do I invest in Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

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.

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

0.47% as on April 2025

What is net assets under management (AUM) of Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

₹1639 Cr as on April 2025

What are the top 5 holdings of Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

HDFC Bank Ltd(6.89%), ICICI Bank Ltd(6.78%), Reliance Industries Ltd(4.88%), Infosys Ltd(3.01%), Axis Bank Ltd(2.8%) as on April 2025

What are the top 3 sectors that this Mahindra Manulife Aggressive Hybrid Fund Direct Growth has invested in?

Financial Services(27.61%), Corporate(10.44%), Consumer Cyclical(9.03%) as on April 2025

What is the credit rating breakup of Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

AAA
57.33
AA
42.67

Who is the manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

Amit Garg, Fatema Pacha, Rahul Pal, Manish Lodha are the fund managers of Mahindra Manulife Aggressive Hybrid Fund Direct Growth

What is the exit load of Mahindra Manulife Aggressive Hybrid Fund Direct Growth?

The Exit load of Mahindra Manulife Aggressive Hybrid Fund Direct Growth is 1%