Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 19-07-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.07% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,465.17 Cr As on 31-10-2024(Source:AMFI)
Turn over: 80% | Exit Load: Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.

25.7894

19.41%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.13
Sharpe Ratio 0.79
Alpha 4.77
Beta 1.16
Yield to Maturity 7.49
Average Maturity 9.39

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 28.19 21.18 15.57 19.07 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 33.81 30.19 21.48 24.22 12.51
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.41 23.16 15.23 14.96 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 27.45 27.89 18.06 25.73 -
Kotak Equity Hybrid - Growth 25-11-1999 27.45 20.23 14.88 18.19 12.83
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 26.96 21.99 15.93 18.79 12.03
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 26.26 21.2 13.25 15.08 11.73
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 26.15 22.74 18.58 21.59 15.18
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 26.02 19.43 14.09 16.28 -
DSP Equity & Bond Fund- Regular Plan - Growth 26-05-1999 25.87 21.2 13.01 16.24 12.74

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.95%

Others

24.05%

Large Cap

51.98%

Mid Cap

11.02%

Scheme Documents

There are no scheme documents available

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