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
▲▼
763 people have invested ₹ 32.8L in Mahindra Manulife Aggressive Hybrid Fund Direct Growth in the last three months
as on (16-May-25)
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 77.5%
Debt & Cash 22.5%
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 77.5%
Debt & Cash 22.5%
Top 3 Sectors in April were Government, Corporate & Financial Services
Corporate
46%
Government
38%
Financial Services
36%
Government
43%
Corporate
40%
Financial Services
35%
as on (30-Apr-25)
Equity
Debt & Cash
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 0.47% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹1639 Cr |
Inception Date | 23 July, 2019 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 93.3% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
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.
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.
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.
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
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 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 of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 2 May 2024
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 16 October 2020
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 23 July 2019
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 21 December 2020
3Y CAGR
▲ 16.32
5Y CAGR
▲ 15.92
3Y CAGR
▲ 6.20
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% |
AAA | 57.33 |
AA | 42.67 |