Mahindra Manulife Aggressive Hybrid Fund
- NAV as on 25 Sep 2026
- ₹26.18+0.21%1 day
- Return since launch
- 14.3%
- 52-week range
- ₹24.88 — ₹28.14
- AUM
- ₹2,791 Cr
Mahindra Manulife Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Mahindra Manulife Mutual Fund with ₹2,791 Cr under management, launched in 2019. Over three years it has returned 2.8% a year, against 10.1% for its category. The expense ratio is 2.25% 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 -3.0% against +1.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -5.2% | −7.1 pts | 1.9% | 0.1% |
| 2Y | -1.3% | −3.8 pts | 2.5% | 1.7% |
| 3Y | 2.8% | −7.3 pts | 10.1% | 4.1% |
| 5Y | 8.5% | −0.3 pts | 8.8% | 8.0% |
| 7Y | 11.8% | +0.2 pts | 11.6% | 10.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.8% | −1.1 pts | -2.8% | -2.7% |
| 3M | -1.4% | −1.3 pts | -0.1% | -0.2% |
| 6M | 3.5% | −4.5 pts | 8.1% | 7.3% |
| 1Y | -3.0% | −4.8 pts | 1.9% | 1.1% |
| 2Y | -2.3% | −2.0 pts | -0.3% | -0.9% |
| 3Y | 9.9% | −0.2 pts | 10.1% | 9.1% |
| 5Y | 9.2% | +0.4 pts | 8.8% | 7.8% |
| 7Y | 14.0% | +1.2 pts | 12.8% | 10.9% |
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
2.21%
Expense ratio as on 25 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.69%
- Brokerage
- 0.09%
- Transaction charges
- 0.01%
- Statutory levies
- 0.42%
- 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 | — | 1.11 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.51 | 0.68 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.68 | 0.90 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 11.45 | 12.92 | 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 31 Aug 2026
Asset allocation
- Equity74.1%
- Debt19.8%
- Other6.1%
Market cap split
- Large57.9%
- Mid30.1%
- Small12.0%
- P/E
- 29.51
- P/B
- 3.73
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 5.29% | ₹148 Cr | +5.72% | +5.76% | +5.68% |
| Others | Others | 4.71% | ₹132 Cr | +0.12% | +1.80% | +3.87% |
| HDFC Bank Ltd. | Financial | 3.98% | ₹111 Cr | +5.23% | +5.78% | +6.38% |
| Reliance Industries Ltd. | Energy | 2.50% | ₹69.85 Cr | +2.92% | +4.19% | +4.27% |
| Bharti Airtel Ltd. | Communication | 2.20% | ₹61.42 Cr | +2.68% | +1.56% | +2.28% |
| Bajaj Finserv Ltd. | Financial | 2.09% | ₹58.41 Cr | +2.23% | +2.99% | +2.57% |
| Kotak Mahindra Bank Ltd. | Financial | 1.87% | ₹52.11 Cr | +2.81% | +1.40% | +0.23% |
| Axis Bank Ltd. | Financial | 1.81% | ₹50.54 Cr | +1.03% | +2.68% | +1.97% |
| ICICI Securities Ltd. | Financial | 1.79% | ₹49.92 Cr | — | — | — |
| Kei Industries Ltd. | Capital Goods | 1.77% | ₹49.34 Cr | — | — | — |
| Larsen & Toubro Ltd. | Construction | 1.65% | ₹45.92 Cr | +2.00% | +1.98% | +2.34% |
| Infosys Ltd. | Technology | 1.62% | ₹45.29 Cr | +2.48% | +2.93% | +3.97% |
| Indusind Bank Ltd. | Financial | 1.53% | ₹42.77 Cr | +0.96% | +0.97% | — |
| Adani Energy Solutions Ltd. | Energy | 1.51% | ₹42.24 Cr | — | — | — |
| Eternal Ltd. | Services | 1.50% | ₹42.00 Cr | +1.39% | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.47% | ₹41.13 Cr | +0.66% | +0.63% | +0.72% |
| Adani Enterprises Ltd. | Services | 1.33% | ₹37.18 Cr | — | — | — |
| Zydus Lifesciences Ltd. | Healthcare | 1.31% | ₹36.53 Cr | +0.68% | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.29% | ₹36.07 Cr | +0.33% | — | — |
| Embassy Office Parks REIT | Construction | 1.28% | ₹35.79 Cr | +1.38% | +1.44% | +2.34% |
| REC Ltd. | Financial | 1.28% | ₹35.79 Cr | — | — | — |
| Cochin Shipyard Ltd. | Capital Goods | 1.27% | ₹35.41 Cr | +0.64% | — | — |
| TVS Motor Company Ltd. | Automobile | 1.24% | ₹34.74 Cr | +1.16% | +0.92% | +1.11% |
| UNO Minda Ltd. | Automobile | 1.24% | ₹34.59 Cr | +1.28% | +1.08% | +0.93% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.22% | ₹34.14 Cr | +1.34% | +0.85% | +0.35% |
| Maharashtra State | Others | 1.22% | ₹33.93 Cr | +1.46% | +1.57% | — |
| Fedbank Financial Services Ltd. | Financial | 1.20% | ₹33.48 Cr | — | — | — |
| Avenue Supermarts Ltd. | Services | 1.19% | ₹33.35 Cr | +1.38% | +1.18% | +1.14% |
| Mahindra & Mahindra Ltd. | Automobile | 1.18% | ₹32.82 Cr | +1.32% | +1.58% | — |
| Belrise Industries Ltd. | Automobile | 1.15% | ₹32.02 Cr | — | — | — |
| Trent Ltd. | Services | 1.11% | ₹31.10 Cr | +1.32% | +0.71% | — |
| Marico Ltd. | Consumer Staples | 1.07% | ₹29.77 Cr | — | — | — |
| Havells India Ltd. | Capital Goods | 1.02% | ₹28.54 Cr | +0.96% | +1.01% | +1.07% |
| Astral Ltd. | Materials | 1.01% | ₹28.12 Cr | +0.69% | +0.75% | +0.43% |
| company:5865 | Financial | 1.00% | ₹27.88 Cr | — | — | — |
| Karur Vysya Bank Ltd. | Financial | 1.00% | ₹27.81 Cr | — | — | +0.50% |
| Bharti Telecom Ltd. | Communication | 0.98% | ₹27.26 Cr | +1.18% | +1.26% | +1.52% |
| Divi's Laboratories Ltd. | Healthcare | 0.97% | ₹27.08 Cr | +0.83% | +0.78% | +0.72% |
| Titagarh Rail Systems Ltd. | Automobile | 0.97% | ₹26.99 Cr | +0.36% | — | — |
| Max Financial Services Ltd. | Financial | 0.96% | ₹26.90 Cr | — | — | — |
| Shriram Finance Ltd | Financial | 0.94% | ₹26.14 Cr | +0.86% | +1.23% | +1.34% |
| Max Healthcare Institute Ltd. | Healthcare | 0.93% | ₹26.05 Cr | +1.04% | +0.75% | +0.45% |
| Tata Capital Ltd. | Financial | 0.92% | ₹25.77 Cr | +0.74% | +0.77% | — |
| Interglobe Aviation Ltd. | Services | 0.92% | ₹25.65 Cr | +0.48% | — | +0.57% |
| SRF Ltd. | Chemicals | 0.91% | ₹25.48 Cr | +0.92% | +0.58% | +0.19% |
| Tech Mahindra Ltd. | Technology | 0.91% | ₹25.40 Cr | +1.00% | +0.96% | +0.62% |
| 360 One Wam Ltd. | Financial | 0.88% | ₹24.44 Cr | — | — | — |
| company:20621 | Metals & Mining | 0.86% | ₹23.93 Cr | — | — | — |
| Dr. Lal Pathlabs Ltd. | Healthcare | 0.85% | ₹23.84 Cr | +0.58% | — | — |
| NMDC Ltd. | Metals & Mining | 0.84% | ₹23.37 Cr | +0.76% | — | — |
| HDB Financial Services Ltd. | Financial | 0.82% | ₹22.92 Cr | +0.72% | — | — |
| Brookfield India Real Estate Trust REIT | Construction | 0.81% | ₹22.67 Cr | +0.92% | — | — |
| Escorts Kubota Ltd. | Automobile | 0.80% | ₹22.25 Cr | +0.60% | — | — |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 0.77% | ₹21.59 Cr | +1.05% | +0.59% | — |
| Titan Company Ltd. | Consumer Discretionary | 0.76% | ₹21.18 Cr | +0.73% | +1.17% | +1.15% |
| Mankind Pharma Ltd. | Healthcare | 0.75% | ₹21.05 Cr | +0.51% | — | — |
| Pidilite Industries Ltd. | Chemicals | 0.74% | ₹20.76 Cr | +0.79% | +0.84% | +1.02% |
| Godrej Properties Ltd. | Construction | 0.72% | ₹20.14 Cr | +1.30% | +0.46% | +0.54% |
| Godrej Industries Ltd. | Consumer Staples | 0.72% | ₹20.06 Cr | +0.86% | +0.92% | +1.10% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.72% | ₹19.97 Cr | +0.26% | +0.89% | +1.04% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.71% | ₹19.68 Cr | +0.44% | +0.46% | +0.54% |
| Tata Power Company Ltd. | Energy | 0.69% | ₹19.33 Cr | +1.01% | +0.94% | +1.42% |
| Britannia Industries Ltd. | Consumer Staples | 0.68% | ₹19.03 Cr | +0.82% | +0.99% | +1.40% |
| K.P.R. Mill Ltd. | Textiles | 0.67% | ₹18.76 Cr | +0.67% | +0.65% | +0.40% |
| LG Electronics India Ltd. | Consumer Discretionary | 0.66% | ₹18.30 Cr | +0.71% | +0.71% | — |
| company:1308 | Materials | 0.65% | ₹18.17 Cr | — | — | — |
| Aarti Industries Ltd. | Chemicals | 0.65% | ₹18.09 Cr | +0.71% | +0.07% | — |
| National Bank For Agriculture & Rural Development | Financial | 0.57% | ₹15.89 Cr | +0.44% | +0.46% | +0.56% |
| Grindwell Norton Ltd. | Metals & Mining | 0.56% | ₹15.49 Cr | +0.61% | — | — |
| Muthoot Finance Ltd. | Financial | 0.54% | ₹15.05 Cr | +1.30% | +1.38% | +1.10% |
| company:15648 | Financial | 0.53% | ₹14.80 Cr | — | — | — |
| Tata Housing Devp. Co. Ltd | Construction | 0.53% | ₹14.78 Cr | +0.64% | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.53% | ₹14.66 Cr | +0.64% | +0.84% | +0.85% |
| Suzlon Energy Ltd. | Capital Goods | 0.51% | ₹14.26 Cr | +0.74% | — | — |
| Bandhan Bank Ltd. | Financial | 0.46% | ₹12.96 Cr | +0.71% | +0.76% | — |
| Arvind Fashions Ltd. | Textiles | 0.46% | ₹12.93 Cr | +0.40% | +0.38% | +0.70% |
| GOI | Sovereign | 0.45% | ₹12.61 Cr | +1.03% | +1.12% | +0.79% |
| LIC Housing Finance Ltd. | Financial | 0.39% | ₹11.02 Cr | +0.22% | +0.23% | — |
| company:4671 | Financial | 0.32% | ₹9.04 Cr | — | — | +0.38% |
| TVS Credit Services Ltd. | Financial | 0.29% | ₹8.15 Cr | +1.13% | +0.38% | +0.45% |
| JM Financial Services Pvt. Ltd. | Financial | 0.21% | ₹5.81 Cr | +0.25% | +0.25% | — |
| company:896 | Financial | 0.19% | ₹5.27 Cr | — | — | — |
| Nexus Select Trust | Construction | 0.17% | ₹4.80 Cr | +0.21% | +0.23% | +0.41% |
| Piramal Finance Pvt. Ltd. | Financial | 0.11% | ₹3.00 Cr | +0.13% | +0.14% | — |
| Sundaram Finance Ltd. | Financial | 0.09% | ₹2.46 Cr | +0.11% | +0.68% | — |
| Bajaj Housing Finance Ltd. | Financial | 0.09% | ₹2.42 Cr | +0.04% | +0.23% | — |
| 360 ONE Wealth Ltd. | Financial | 0.07% | ₹2.01 Cr | +0.21% | +0.09% | +0.11% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.01% | ₹0.26 Cr | +0.01% | +0.01% | +0.01% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:5865 | 0.00% | 1.00% | +1.00% |
| Kirloskar Oil Engines Ltd. | 0.33% | 1.29% | +0.96% |
| Axis Securities Ltd. | 0.95% | 0.00% | -0.95% |
| company:20621 | 0.00% | 0.86% | +0.86% |
| Zydus Lifesciences Ltd. | 0.62% | 1.31% | +0.69% |
| company:1308 | 0.00% | 0.65% | +0.65% |
| Kotak Mahindra Bank Ltd. | 2.51% | 1.87% | -0.64% |
| RBL Bank Ltd. | 0.64% | 0.00% | -0.64% |
| HDFC Bank Ltd. | 4.61% | 3.98% | -0.63% |
| company:15648 | 0.00% | 0.53% | +0.53% |
| Fedbank Financial Services Ltd. | 0.88% | 0.35% | -0.53% |
| Infosys Ltd. | 2.12% | 1.62% | -0.50% |
| GOI | 0.92% | 0.45% | -0.47% |
| ICICI Bank Ltd. | 5.73% | 5.29% | -0.44% |
| DSP Finance Pvt Ltd. | 0.38% | 0.00% | -0.38% |
| Adani Energy Solutions Ltd. | 1.86% | 1.51% | -0.35% |
| Bharti Airtel Ltd. | 2.54% | 2.20% | -0.34% |
| company:4671 | 0.00% | 0.32% | +0.32% |
| Belrise Industries Ltd. | 0.85% | 1.15% | +0.30% |
| Dr. Lal Pathlabs Ltd. | 0.60% | 0.85% | +0.25% |
| Max Financial Services Ltd. | 0.74% | 0.96% | +0.22% |
| Reliance Industries Ltd. | 2.72% | 2.50% | -0.22% |
| company:896 | 0.00% | 0.19% | +0.19% |
| Adani Enterprises Ltd. | 1.49% | 1.33% | -0.16% |
| Kei Industries Ltd. | 1.63% | 1.77% | +0.14% |
| Bajaj Finserv Ltd. | 2.23% | 2.09% | -0.14% |
| Marico Ltd. | 1.20% | 1.07% | -0.13% |
| Titagarh Rail Systems Ltd. | 0.84% | 0.97% | +0.13% |
| Arvind Fashions Ltd. | 0.34% | 0.46% | +0.12% |
| Tata Power Company Ltd. | 0.81% | 0.69% | -0.12% |
| Trent Ltd. | 1.23% | 1.11% | -0.12% |
| Mahindra & Mahindra Ltd. | 1.29% | 1.18% | -0.11% |
| Havells India Ltd. | 0.91% | 1.02% | +0.11% |
| Max Healthcare Institute Ltd. | 1.04% | 0.93% | -0.11% |
| Divi's Laboratories Ltd. | 0.87% | 0.97% | +0.10% |
| Maharashtra State | 1.31% | 1.22% | -0.09% |
| ICICI Securities Ltd. | 1.88% | 1.79% | -0.09% |
| Indusind Bank Ltd. | 1.62% | 1.53% | -0.09% |
| SRF Ltd. | 0.99% | 0.91% | -0.08% |
| Sun Pharmaceutical Industries Ltd. | 1.30% | 1.22% | -0.08% |
| Avenue Supermarts Ltd. | 1.27% | 1.19% | -0.08% |
| Escorts Kubota Ltd. | 0.87% | 0.80% | -0.07% |
| Tech Mahindra Ltd. | 0.98% | 0.91% | -0.07% |
| Britannia Industries Ltd. | 0.75% | 0.68% | -0.07% |
| Godrej Properties Ltd. | 0.68% | 0.61% | -0.07% |
| Mankind Pharma Ltd. | 0.82% | 0.75% | -0.07% |
| TVS Motor Company Ltd. | 1.31% | 1.24% | -0.07% |
| Grindwell Norton Ltd. | 0.62% | 0.56% | -0.06% |
| Bharti Telecom Ltd. | 1.04% | 0.98% | -0.06% |
| HDB Financial Services Ltd. | 0.88% | 0.82% | -0.06% |
| Bandhan Bank Ltd. | 0.52% | 0.46% | -0.06% |
| Larsen & Toubro Ltd. | 1.70% | 1.65% | -0.05% |
| Brookfield India Real Estate Trust REIT | 0.86% | 0.81% | -0.05% |
| Tata Capital Ltd. | 0.97% | 0.92% | -0.05% |
| Dr. Reddy's Laboratories Ltd. | 0.82% | 0.77% | -0.05% |
| LG Electronics India Ltd. | 0.61% | 0.66% | +0.05% |
| Cholamandalam Investment and Finance Company Ltd. | 0.76% | 0.72% | -0.04% |
| Karur Vysya Bank Ltd. | 1.04% | 1.00% | -0.04% |
| K.P.R. Mill Ltd. | 0.63% | 0.67% | +0.04% |
| REC Ltd. | 0.93% | 0.89% | -0.04% |
| Interglobe Aviation Ltd. | 0.96% | 0.92% | -0.04% |
| Suzlon Energy Ltd. | 0.55% | 0.51% | -0.04% |
| Eternal Ltd. | 1.47% | 1.50% | +0.03% |
| Tata Housing Devp. Co. Ltd | 0.56% | 0.53% | -0.03% |
| LIC Housing Finance Ltd. | 0.42% | 0.39% | -0.03% |
| 360 One Wam Ltd. | 0.90% | 0.88% | -0.02% |
| Small Industries Devp. Bank of India Ltd. | 0.19% | 0.17% | -0.02% |
| NMDC Ltd. | 0.86% | 0.84% | -0.02% |
| Godrej Industries Ltd. | 0.38% | 0.36% | -0.02% |
| Muthoot Finance Ltd. | 0.38% | 0.36% | -0.02% |
| UNO Minda Ltd. | 1.22% | 1.24% | +0.02% |
| Embassy Office Parks REIT | 0.41% | 0.39% | -0.02% |
| TVS Credit Services Ltd. | 0.31% | 0.29% | -0.02% |
| Astral Ltd. | 1.02% | 1.01% | -0.01% |
| JM Financial Services Pvt. Ltd. | 0.22% | 0.21% | -0.01% |
| Others | 0.06% | 0.05% | -0.01% |
| Titan Company Ltd. | 0.77% | 0.76% | -0.01% |
| National Bank For Agriculture & Rural Development | 0.19% | 0.18% | -0.01% |
| Aarti Industries Ltd. | 0.64% | 0.65% | +0.01% |
| 360 ONE Wealth Ltd. | 0.08% | 0.07% | -0.01% |
| Nexus Select Trust | 0.18% | 0.17% | -0.01% |
| Pidilite Industries Ltd. | 0.75% | 0.74% | -0.01% |
| Dixon Technologies (India) Ltd. | 1.48% | 1.47% | -0.01% |
| CG Power and Industrial Solutions Ltd. | 0.52% | 0.53% | +0.01% |
| Shriram Finance Ltd | 0.94% | 0.94% | 0.00% |
| Bajaj Housing Finance Ltd. | 0.09% | 0.09% | 0.00% |
| Piramal Finance Pvt. Ltd. | 0.11% | 0.11% | 0.00% |
| Sundaram Finance Ltd. | 0.09% | 0.09% | 0.00% |
| Cochin Shipyard Ltd. | 1.27% | 1.27% | 0.00% |
| Axis Bank Ltd. | 1.81% | 1.81% | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | 0.01% | 0.01% | 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 | ₹14,483 Cr | 1.91% | 5.9% | 8.1% | 12.2% |
| ₹52,454 Cr | 1.60% | -1.8% | 5.8% | 11.7% | |
| ₹9,431 Cr | 1.50% | -1.3% | 5.5% | 11.1% | |
| ₹5,870 Cr | 1.96% | 8.9% | 8.5% | 11.3% | |
| ₹2,610 Cr | 2.25% | 5.5% | 9.0% | 11.4% | |
| ₹2,051 Cr | 2.25% | 18.3% | 11.6% | 15.4% |
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 months3.54% absolute | ₹60,000 | ₹62,124 | 3.54% | |
| 1 year−2.99% annualised | ₹1,20,000 | ₹1,18,074 | −1.60% | |
| 3 years9.90% annualised | ₹3,60,000 | ₹4,20,625 | 16.84% | |
| 5 years9.23% annualised | ₹6,00,000 | ₹7,64,649 | 27.44% |
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.