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 (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,522.49 Cr As on 31-12-2024(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. |
25.0799
0.24 (0.9609%)
18.1%
Benchmark: 12.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 10.97 |
| Sharpe Ratio | 0.74 |
| Alpha | 4.77 |
| Beta | 1.16 |
| Yield to Maturity | 7.61 |
| Average Maturity | 9.74 |
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 | 14.12 | 21.15 | 14.21 | 17.35 | - |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 17.76 | 22.85 | 14.28 | 13.6 | - |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 14.41 | 20.96 | 15.33 | 17.42 | 11.35 |
| Kotak Equity Hybrid - Growth | 25-11-1999 | 14.37 | 18.85 | 13.44 | 16.09 | 11.78 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 14.35 | 21.16 | 12.77 | 14.48 | 11.84 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 12.98 | 21.01 | 15.51 | 16.67 | 11.5 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 12.97 | 20.95 | 15.41 | 16.61 | 11.46 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 11.81 | 22.04 | 17.06 | 20.59 | 14.31 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 11.72 | 16.3 | 10.91 | 12.9 | 10.92 |
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 11.63 | 19.02 | 13.33 | 15.06 | 10.78 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.73%
Others
23.6%
Large Cap
54.95%
Mid Cap
10.72%
Scheme Documents
There are no scheme documents available
