Mahindra Manulife Aggressive Hybrid Fund
- NAV as on 9 Nov 2026
- ₹26.74+0.46%1 day
- Return since launch
- 14.3%
- 52-week range
- ₹24.78 — ₹28.14
- AUM
- ₹2,798 Cr
Mahindra Manulife Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Mahindra Manulife Mutual Fund with ₹2,798 Cr under management, launched in 2019. Over three years it has returned 3.4% a year, against 11.0% for its category. The expense ratio is 2.17% and the SEBI riskometer reading is Very High.
Performance
Mahindra Manulife Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -3.5% against +1.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -0.5% | −2.6 pts | 2.1% | 5.8% |
| 2Y | 0.8% | −4.3 pts | 5.1% | 4.7% |
| 3Y | 3.4% | −7.6 pts | 11.0% | 5.4% |
| 5Y | 8.7% | −0.2 pts | 9.0% | 8.7% |
| 7Y | 11.8% | −0.1 pts | 11.8% | 10.4% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.1% | −0.1 pts | 5.3% | 5.7% |
| 3M | -2.2% | −1.9 pts | -0.3% | -0.1% |
| 6M | 1.4% | −2.9 pts | 4.3% | 4.2% |
| 1Y | -3.5% | −5.6 pts | 2.1% | 1.6% |
| 2Y | 1.3% | −2.3 pts | 3.6% | 3.3% |
| 3Y | 10.5% | −0.4 pts | 11.0% | 10.1% |
| 5Y | 9.2% | +0.2 pts | 9.0% | 8.0% |
| 7Y | 13.8% | +0.9 pts | 12.9% | 11.1% |
Since launch (28 Jun 2019): 14.3%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 8.2% | +1.3 pts | 6.8% |
| 2024 | 19.5% | +1.1 pts | 18.4% |
| 2023 | 23.3% | +0.4 pts | 23.0% |
| 2022 | 4.2% | +0.5 pts | 3.7% |
| 2021 | 30.6% | +2.7 pts | 27.9% |
| 2020 | 17.2% | +1.3 pts | 15.9% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.17%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.67%
- Brokerage
- 0.09%
- Transaction charges
- 0.00%
- Statutory levies
- 0.41%
- Exit load
- Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- CRISIL Hybrid 35+65 Aggressive Index
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | 1.14 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.31 | 0.55 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.42 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 12.01 | 13.36 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Mahindra Manulife Aggressive Hybrid Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity73.9%
- Debt22.4%
- Other3.7%
Market cap split
- Large55.2%
- Mid30.6%
- Small14.3%
- P/E
- 28.64
- P/B
- 3.41
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 4.79% | ₹134 Cr | +5.90% | +5.96% | +5.59% |
| HDFC Bank Ltd. | Financial | 4.69% | ₹131 Cr | +5.29% | +5.77% | +6.86% |
| Mahindra Manulife Liquid Fund Direct -Growth | Unclassified | 4.65% | ₹130 Cr | +4.49% | +1.95% | +3.21% |
| Others | Others | 2.95% | ₹82.50 Cr | +0.18% | +7.32% | +2.79% |
| Reliance Industries Ltd. | Energy | 2.32% | ₹64.93 Cr | +2.89% | +4.32% | +4.49% |
| Bharti Airtel Ltd. | Communication | 2.13% | ₹59.56 Cr | +2.56% | +2.29% | +2.22% |
| Axis Bank Ltd. | Financial | 1.89% | ₹52.93 Cr | +2.13% | +2.23% | +2.29% |
| Kotak Mahindra Bank Ltd. | Financial | 1.85% | ₹51.81 Cr | +2.71% | +1.86% | +1.40% |
| Bajaj Finserv Ltd. | Financial | 1.79% | ₹50.03 Cr | +2.10% | +2.29% | +3.04% |
| GOI | Sovereign | 1.70% | ₹47.49 Cr | +1.01% | +1.14% | +0.80% |
| Eternal Ltd. | Services | 1.58% | ₹44.18 Cr | +1.38% | +1.00% | — |
| Larsen & Toubro Ltd. | Construction | 1.53% | ₹42.69 Cr | +1.92% | +2.10% | +2.33% |
| Tech Mahindra Ltd. | Technology | 1.50% | ₹42.06 Cr | +0.89% | +1.05% | +0.57% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.41% | ₹39.59 Cr | +0.39% | — | — |
| Adani Energy Solutions Ltd. | Energy | 1.40% | ₹39.18 Cr | — | — | — |
| Kei Industries Ltd. | Capital Goods | 1.37% | ₹38.29 Cr | — | — | — |
| Indusind Bank Ltd. | Financial | 1.36% | ₹37.92 Cr | +1.01% | +0.81% | — |
| Adani Enterprises Ltd. | Services | 1.35% | ₹37.75 Cr | — | — | — |
| Zydus Lifesciences Ltd. | Healthcare | 1.31% | ₹36.55 Cr | +0.65% | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.30% | ₹36.29 Cr | +1.35% | +0.62% | +0.59% |
| Embassy Office Parks REIT | Construction | 1.27% | ₹35.62 Cr | +1.35% | +1.53% | +2.46% |
| 360 One Wam Ltd. | Financial | 1.21% | ₹33.84 Cr | +0.91% | — | — |
| Maharashtra State | Others | 1.20% | ₹33.46 Cr | +1.40% | +1.64% | — |
| Belrise Industries Ltd. | Automobile | 1.18% | ₹33.12 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 1.17% | ₹32.86 Cr | +1.13% | +1.14% | +1.07% |
| Fedbank Financial Services Ltd. | Financial | 1.16% | ₹32.60 Cr | +1.82% | — | — |
| Avenue Supermarts Ltd. | Services | 1.16% | ₹32.50 Cr | +1.53% | +1.70% | +1.05% |
| UNO Minda Ltd. | Automobile | 1.13% | ₹31.72 Cr | +1.20% | +1.05% | +0.89% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.12% | ₹31.25 Cr | +1.31% | +1.17% | +0.34% |
| Cochin Shipyard Ltd. | Capital Goods | 1.10% | ₹30.83 Cr | +1.03% | — | — |
| SBI Cards And Payment Services Ltd. | Financial | 1.06% | ₹29.62 Cr | — | — | +0.49% |
| Mahindra & Mahindra Ltd. | Automobile | 1.05% | ₹29.50 Cr | +1.25% | +1.79% | — |
| Coforge Ltd. | Technology | 1.05% | ₹29.38 Cr | — | — | — |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.04% | ₹29.01 Cr | +0.56% | +0.53% | — |
| Marico Ltd. | Consumer Staples | 1.02% | ₹28.53 Cr | +1.24% | — | — |
| Piramal Finance Ltd. | Financial | 1.01% | ₹28.37 Cr | — | — | — |
| Trent Ltd. | Services | 1.01% | ₹28.31 Cr | +1.45% | +0.96% | — |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | 0.98% | ₹27.31 Cr | — | — | — |
| Bharti Telecom Ltd. | Communication | 0.97% | ₹27.19 Cr | +1.12% | +1.33% | +1.49% |
| Titagarh Rail Systems Ltd. | Automobile | 0.96% | ₹26.99 Cr | +0.97% | — | — |
| Grasim Industries Ltd. | Materials | 0.96% | ₹26.75 Cr | — | — | — |
| Divi's Laboratories Ltd. | Healthcare | 0.95% | ₹26.57 Cr | +0.77% | +0.77% | +0.66% |
| LIC Housing Finance Ltd. | Financial | 0.93% | ₹26.01 Cr | +0.40% | +0.48% | +1.08% |
| Karur Vysya Bank Ltd. | Financial | 0.93% | ₹25.98 Cr | +0.97% | — | +0.49% |
| Astral Ltd. | Materials | 0.90% | ₹25.31 Cr | +1.01% | +0.77% | +0.55% |
| SRF Ltd. | Chemicals | 0.88% | ₹24.60 Cr | +1.11% | +0.78% | — |
| Aegis Vopak Terminals Ltd. | Energy | 0.87% | ₹24.47 Cr | — | — | — |
| Titan Company Ltd. | Consumer Discretionary | 0.86% | ₹24.08 Cr | +0.75% | +1.03% | +1.08% |
| Max Financial Services Ltd. | Financial | 0.84% | ₹23.49 Cr | — | — | — |
| Havells India Ltd. | Capital Goods | 0.83% | ₹23.31 Cr | +0.90% | +0.92% | +1.04% |
| Max Healthcare Institute Ltd. | Healthcare | 0.83% | ₹23.25 Cr | +1.15% | +0.79% | +0.43% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 0.82% | ₹23.06 Cr | +1.04% | +0.73% | — |
| Tata Capital Ltd. | Financial | 0.82% | ₹22.97 Cr | +1.05% | +0.75% | — |
| Brookfield India Real Estate Trust REIT | Construction | 0.80% | ₹22.29 Cr | +0.90% | — | — |
| Mankind Pharma Ltd. | Healthcare | 0.78% | ₹21.78 Cr | +0.90% | — | — |
| HDB Financial Services Ltd. | Financial | 0.75% | ₹20.87 Cr | +1.03% | — | — |
| Shriram Finance Ltd | Financial | 0.73% | ₹20.34 Cr | +0.90% | +1.06% | +1.39% |
| NMDC Ltd. | Metals & Mining | 0.72% | ₹20.28 Cr | +0.92% | — | — |
| Escorts Kubota Ltd. | Automobile | 0.72% | ₹20.17 Cr | +0.89% | +0.43% | — |
| Godrej Industries Ltd. | Consumer Staples | 0.72% | ₹20.01 Cr | +0.82% | +0.98% | +1.08% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.71% | ₹20.01 Cr | +0.82% | +0.96% | +1.02% |
| Tata Power Company Ltd. | Energy | 0.71% | ₹20.00 Cr | +0.88% | +1.14% | +1.31% |
| Aditya Birla Real Estate Ltd | Consumer Staples | 0.71% | ₹19.87 Cr | — | — | — |
| Interglobe Aviation Ltd. | Services | 0.68% | ₹18.94 Cr | +1.07% | — | +0.30% |
| LG Electronics India Ltd. | Consumer Discretionary | 0.66% | ₹18.58 Cr | +0.68% | +0.75% | — |
| Clean Max Enviro Energy Solutions Ltd. | Energy | 0.66% | ₹18.38 Cr | — | — | — |
| Pidilite Industries Ltd. | Chemicals | 0.64% | ₹18.02 Cr | +0.80% | +0.77% | +0.96% |
| K.P.R. Mill Ltd. | Textiles | 0.63% | ₹17.58 Cr | +0.77% | +0.64% | +0.43% |
| Britannia Industries Ltd. | Consumer Staples | 0.63% | ₹17.50 Cr | +0.76% | +0.95% | +1.13% |
| Godrej Properties Ltd. | Construction | 0.60% | ₹16.85 Cr | +1.30% | +1.22% | +0.54% |
| Aarti Industries Ltd. | Chemicals | 0.59% | ₹16.41 Cr | +0.65% | +0.38% | — |
| REC Ltd. | Financial | 0.57% | ₹15.95 Cr | — | — | — |
| Grindwell Norton Ltd. | Metals & Mining | 0.55% | ₹15.27 Cr | +0.68% | — | — |
| Muthoot Finance Ltd. | Financial | 0.54% | ₹15.03 Cr | +1.24% | +1.46% | +1.08% |
| HDFC Securities Ltd. | Financial | 0.53% | ₹14.89 Cr | — | — | — |
| Tata Housing Devp. Co. Ltd | Construction | 0.53% | ₹14.72 Cr | +0.61% | +0.72% | — |
| Bandhan Bank Ltd. | Financial | 0.50% | ₹14.13 Cr | +0.66% | +0.50% | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.49% | ₹13.67 Cr | +0.62% | +0.81% | +0.89% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.44% | ₹12.19 Cr | +0.40% | +0.48% | +0.54% |
| Suzlon Energy Ltd. | Capital Goods | 0.42% | ₹11.85 Cr | +0.72% | — | — |
| Arvind Fashions Ltd. | Textiles | 0.40% | ₹11.07 Cr | +0.39% | +0.39% | +0.49% |
| Indian Railway Finance Corporation Ltd. | Financial | 0.32% | ₹9.04 Cr | — | — | +0.38% |
| TVS Credit Services Ltd. | Financial | 0.29% | ₹8.12 Cr | +0.34% | +0.40% | +0.44% |
| Nuvama Wealth and Investment Limited | Financial | 0.28% | ₹7.88 Cr | — | — | — |
| Power Finance Corporation Ltd. | Financial | 0.27% | ₹7.50 Cr | — | — | +0.08% |
| National Bank For Agriculture & Rural Development | Financial | 0.22% | ₹6.03 Cr | +0.42% | +0.50% | +1.08% |
| JM Financial Services Pvt. Ltd. | Financial | 0.21% | ₹5.85 Cr | +0.23% | +0.27% | — |
| Indian Bank | Financial | 0.18% | ₹4.91 Cr | — | — | — |
| Nexus Select Trust | Construction | 0.17% | ₹4.79 Cr | +0.20% | +0.23% | +0.33% |
| Piramal Finance Pvt. Ltd. | Financial | 0.11% | ₹3.00 Cr | +0.12% | +0.15% | — |
| Sundaram Finance Ltd. | Financial | 0.09% | ₹2.45 Cr | +0.10% | +0.72% | — |
| Bajaj Housing Finance Ltd. | Financial | 0.09% | ₹2.41 Cr | +0.10% | — | — |
| 360 ONE Wealth Ltd. | Financial | 0.07% | ₹2.01 Cr | +0.20% | +0.10% | +0.11% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Mahindra Manulife Liquid Fund Direct -Growth | 0.00% | 4.65% | +4.65% |
| company:9813 | 1.79% | 0.00% | -1.79% |
| Infosys Ltd. | 1.62% | 0.00% | -1.62% |
| GOI | 0.45% | 1.70% | +1.25% |
| Coforge Ltd. | 0.00% | 1.05% | +1.05% |
| Aegis Vopak Terminals Ltd. | 0.00% | 0.87% | +0.87% |
| Piramal Finance Ltd. | 0.19% | 1.01% | +0.82% |
| Aditya Birla Real Estate Ltd | 0.00% | 0.71% | +0.71% |
| HDFC Bank Ltd. | 3.98% | 4.69% | +0.71% |
| Clean Max Enviro Energy Solutions Ltd. | 0.00% | 0.66% | +0.66% |
| Tech Mahindra Ltd. | 0.91% | 1.50% | +0.59% |
| REC Ltd. | 0.89% | 0.39% | -0.50% |
| ICICI Bank Ltd. | 5.29% | 4.79% | -0.49% |
| Kei Industries Ltd. | 1.77% | 1.37% | -0.40% |
| 360 One Wam Ltd. | 0.88% | 1.21% | +0.33% |
| Bajaj Finserv Ltd. | 2.09% | 1.79% | -0.31% |
| Grasim Industries Ltd. | 0.65% | 0.96% | +0.30% |
| Nuvama Wealth and Investment Limited | 0.00% | 0.28% | +0.28% |
| Power Finance Corporation Ltd. | 0.00% | 0.27% | +0.27% |
| Interglobe Aviation Ltd. | 0.92% | 0.68% | -0.24% |
| Shriram Finance Ltd | 0.94% | 0.73% | -0.21% |
| Havells India Ltd. | 1.02% | 0.83% | -0.19% |
| Reliance Industries Ltd. | 2.50% | 2.32% | -0.18% |
| Dr. Lal Pathlabs Ltd. | 0.85% | 1.04% | +0.18% |
| Indusind Bank Ltd. | 1.53% | 1.36% | -0.18% |
| Dixon Technologies (India) Ltd. | 1.47% | 1.30% | -0.18% |
| Indian Bank | 0.00% | 0.18% | +0.18% |
| Cochin Shipyard Ltd. | 1.27% | 1.10% | -0.17% |
| Max Financial Services Ltd. | 0.96% | 0.84% | -0.12% |
| Kirloskar Oil Engines Ltd. | 1.29% | 1.41% | +0.12% |
| Mahindra & Mahindra Ltd. | 1.18% | 1.05% | -0.12% |
| Larsen & Toubro Ltd. | 1.65% | 1.53% | -0.12% |
| Godrej Properties Ltd. | 0.61% | 0.49% | -0.12% |
| Vedanta Aluminium Metal Ltd. | 0.86% | 0.98% | +0.12% |
| Adani Energy Solutions Ltd. | 1.51% | 1.40% | -0.11% |
| NMDC Ltd. | 0.84% | 0.72% | -0.11% |
| Sun Pharmaceutical Industries Ltd. | 1.22% | 1.12% | -0.11% |
| UNO Minda Ltd. | 1.24% | 1.13% | -0.11% |
| Astral Ltd. | 1.01% | 0.90% | -0.10% |
| Max Healthcare Institute Ltd. | 0.93% | 0.83% | -0.10% |
| Trent Ltd. | 1.11% | 1.01% | -0.10% |
| Tata Capital Ltd. | 0.92% | 0.82% | -0.10% |
| Titan Company Ltd. | 0.76% | 0.86% | +0.10% |
| Pidilite Industries Ltd. | 0.74% | 0.64% | -0.10% |
| Suzlon Energy Ltd. | 0.51% | 0.42% | -0.09% |
| Axis Bank Ltd. | 1.81% | 1.89% | +0.08% |
| Escorts Kubota Ltd. | 0.80% | 0.72% | -0.08% |
| HDB Financial Services Ltd. | 0.82% | 0.75% | -0.08% |
| Eternal Ltd. | 1.50% | 1.58% | +0.07% |
| Bharti Airtel Ltd. | 2.20% | 2.13% | -0.07% |
| TVS Motor Company Ltd. | 1.24% | 1.17% | -0.07% |
| Karur Vysya Bank Ltd. | 1.00% | 0.93% | -0.07% |
| Arvind Fashions Ltd. | 0.46% | 0.40% | -0.07% |
| Aarti Industries Ltd. | 0.65% | 0.59% | -0.06% |
| SBI Cards And Payment Services Ltd. | 1.00% | 1.06% | +0.06% |
| Britannia Industries Ltd. | 0.68% | 0.63% | -0.06% |
| Dr. Reddy's Laboratories Ltd. | 0.77% | 0.82% | +0.05% |
| Marico Ltd. | 1.07% | 1.02% | -0.05% |
| K.P.R. Mill Ltd. | 0.67% | 0.63% | -0.04% |
| Bandhan Bank Ltd. | 0.46% | 0.50% | +0.04% |
| CG Power and Industrial Solutions Ltd. | 0.53% | 0.49% | -0.04% |
| Belrise Industries Ltd. | 1.15% | 1.18% | +0.04% |
| SRF Ltd. | 0.91% | 0.88% | -0.03% |
| Avenue Supermarts Ltd. | 1.19% | 1.16% | -0.03% |
| Mankind Pharma Ltd. | 0.75% | 0.78% | +0.02% |
| Tata Power Company Ltd. | 0.69% | 0.71% | +0.02% |
| Divi's Laboratories Ltd. | 0.97% | 0.95% | -0.02% |
| Maharashtra State | 1.22% | 1.20% | -0.02% |
| Adani Enterprises Ltd. | 1.33% | 1.35% | +0.02% |
| Others | 0.05% | 0.06% | +0.02% |
| Kotak Mahindra Bank Ltd. | 1.87% | 1.85% | -0.02% |
| Brookfield India Real Estate Trust REIT | 0.81% | 0.80% | -0.02% |
| Grindwell Norton Ltd. | 0.56% | 0.55% | -0.01% |
| company:20133 | 0.01% | 0.00% | -0.01% |
| LG Electronics India Ltd. | 0.66% | 0.66% | +0.01% |
| Bharti Telecom Ltd. | 0.98% | 0.97% | -0.01% |
| Embassy Office Parks REIT | 0.39% | 0.39% | 0.00% |
| Tata Housing Devp. Co. Ltd | 0.53% | 0.53% | 0.00% |
| Zydus Lifesciences Ltd. | 1.31% | 1.31% | 0.00% |
| Titagarh Rail Systems Ltd. | 0.97% | 0.96% | 0.00% |
| TVS Credit Services Ltd. | 0.29% | 0.29% | 0.00% |
| Godrej Industries Ltd. | 0.36% | 0.36% | 0.00% |
| LIC Housing Finance Ltd. | 0.39% | 0.39% | 0.00% |
| HDFC Securities Ltd. | 0.53% | 0.53% | 0.00% |
| Muthoot Finance Ltd. | 0.36% | 0.36% | 0.00% |
| Fedbank Financial Services Ltd. | 0.35% | 0.36% | 0.00% |
| National Bank For Agriculture & Rural Development | 0.18% | 0.18% | 0.00% |
| Indian Railway Finance Corporation Ltd. | 0.32% | 0.32% | 0.00% |
| Nexus Select Trust | 0.17% | 0.17% | 0.00% |
| Bajaj Housing Finance Ltd. | 0.09% | 0.09% | 0.00% |
| JM Financial Services Pvt. Ltd. | 0.21% | 0.21% | 0.00% |
| Cholamandalam Investment and Finance Company Ltd. | 0.72% | 0.71% | 0.00% |
| Sundaram Finance Ltd. | 0.09% | 0.09% | 0.00% |
| Small Industries Devp. Bank of India Ltd. | 0.17% | 0.17% | 0.00% |
| Piramal Finance Pvt. Ltd. | 0.11% | 0.11% | 0.00% |
| 360 ONE Wealth Ltd. | 0.07% | 0.07% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,199 Cr | 2.04% | 9.2% | 8.4% | 12.2% |
| ₹50,087 Cr | 1.59% | 4.1% | 6.8% | 12.1% | |
| ₹8,894 Cr | 1.50% | 6.7% | 7.2% | 12.1% | |
| ₹2,663 Cr | 2.25% | 12.6% | 10.8% | 12.5% | |
| ₹2,242 Cr | 2.24% | 10.8% | 8.9% | 13.6% | |
| ₹2,108 Cr | 2.60% | 11.9% | 8.4% | 10.9% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
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.
Fund managers
- Amit GargMr Garg is a B.Com, MMS Finance, CFAPrior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Darashaw & Co. and Daiwa Asset Management (India) Pvt. Ltd.
- Kirti DalviMMS (Finance), CFA level 2Prior to Joining the Mahindra Manulife AMC he has worked with ENAM AMC, Angel Broking Ltd.
- Rahul PalMr. Pal is a B.Com (H) and Chartered Accountant.Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.
- Vishal JajooMr. Jajoo is a Chartered Accountant, PGDM (Finance) and MBA (Investments)Prior to joining Mahindra Manulife AMC, he has worked with ITI Mutual Fund and Tata Investment Corporation Ltd
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months1.45% absolute | ₹60,000 | ₹60,870 | 1.45% | |
| 1 year−3.47% annualised | ₹1,20,000 | ₹1,17,768 | −1.86% | |
| 3 years10.54% annualised | ₹3,60,000 | ₹4,24,966 | 18.05% | |
| 5 years9.15% annualised | ₹6,00,000 | ₹7,62,992 | 27.17% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.