Mahindra Manulife Aggressive Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 25.86 as on 17-05-2024
About the 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 Fatema Pacha, Rahul Pal, Manish Lodha. This fund gives you the benefit of diversification.
Key Parameters
- Mahindra Manulife Aggressive Hybrid Fund Direct Growth has ₹1138 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
- The fund has an expense ratio 0.5.
Fund Performance
174 people have invested ₹ 4.4L in Mahindra Manulife Aggressive Hybrid Fund Direct Growth in the last three months
Overview
 | 0.5% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹1138 Cr |
 | 23 July, 2019 |
 | ₹1000/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 70% |
Mahindra Manulife Aggressive Hybrid Fund Direct Growth Distribution as on (30-Apr-24)
Size breakup
Large cap
51.6%
Small cap
13.2%
Mid cap
12.8%
Sector Allocation
Financial Services
28.9%
Consumer Cyclical
13.7%
Industrial
12.9%
Tech
10.2%
Consumer Defensive
9.3%
Basic Materials
7.8%
Energy
7.1%
Health
5.6%
Utilities
3.2%
Communication
1.3%
Top Holdings of Mahindra Manulife Aggressive Hybrid Fund Direct Growth as on (30-Apr-24)
Equity Holdings56
Debt Holdings17
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 5.74% | -16.8% | |
 HDFC Bank Ltd | 4.98% | 0% | |
 Reliance Industries Ltd | 4.38% | 0% | |
 State Bank of India | 3.45% | 0% | |
 Infosys Ltd | 3.35% | 6.6% |
See all
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 Apr'24
- AUM increased by 67.7 Cr between Apr'24 and Mar'24
Fund Portfolio Changes
Peer Analysis
Fund Manager
Fatema Pacha
Fund Manager of Mahindra Manulife Aggressive Hybrid Fund Direct Growth, since 16 October 2020
Top funds managed
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
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 21.78% since inception which is more than its category average return of 12.8%
Fund Allocations
This fund has an allocation of 77.58% in Equity, 19.1% in Debt and 3.32% in Cash related instruments
AUM size ₹1138 Cr
This fund has AUM of ₹1138 Cr which is less than its category average of ₹ 5151 Cr
Expense Ratio 0.5%
This fund has an expense ratio of 0.5% which is less than its category average expense ratio of 1.51%
Frequently Asked Questions
The current NAV of Mahindra Manulife Aggressive Hybrid Fund Direct Growth is ₹25.86 as on 17-May-2024.
Existing (Absolute + CAGR) as on 17-May-2024.
Mahindra Manulife Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.23% | 3.23% |
6 Month Returns | 18.89% | 18.89% |
1 Year Returns | 35.19% | 35.19% |
3 Years Returns | 74.63% | 20.42% |
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 April 2024
₹1138 Cr as on April 2024
ICICI Bank Ltd(5.74%), HDFC Bank Ltd(4.98%), 7.18% Govt Stock 2033(4.61%), Reliance Industries Ltd(4.38%), State Bank of India(3.45%) as on April 2024
Financial Services(22.39%), Consumer Cyclical(10.66%), Industrial(9.98%) as on April 2024
AAA | 59.97 |
AA | 40.03 |
Fatema Pacha, Rahul Pal, Manish Lodha 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%