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Mahindra Manulife Aggressive Hybrid Fund(IDCW)

IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 1,487 Cr
Very High RiskPrinciple investment will be at very high risk
22.520.58% (-0.13)

Price Chart

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Returns
0.00%
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1M
6M
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 1,487 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4543.732.46
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4245.902.14

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 10% of units and 1% for remaining units on or before 3M Nil after 3M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Mahindra Manulife Aggressive Hybrid Fund(IDCW)28.22%10.75%16.52%
SBI Equity Hybrid Fund(IDCW-Payout)22.89%10.97%11.08%
ICICI Pru Equity & Debt Fund(H-IDCW)22.27%10.94%11.52%
HDFC Hybrid Equity Fund(IDCW)16.58%6.65%3.34%

Price Comparison

Compare Mahindra Manulife Aggressive Hybrid Fund(IDCW) with any MF, ETF, stock or index
Compare Mahindra Manulife Aggressive Hybrid Fund(IDCW) with any MF, ETF, stock or index
Mahindra Manulife Aggressive Hybrid Fund(IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Cash & EquivalentsGovernment SecuritiesCorporate DebtEquity2.24%8.94%10.41%78.42%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+27 moreOil & Gas - Refining & MarketingSpecialized FinanceIT Services & ConsultingG-SecPrivate Banks54.90 %6.73 %7.27 %7.98 %8.94 %14.19 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 2410.77%15.03%14.56%14.33%14.28%14.19%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.38 %

    Holdings

    5.96 %

    0.38 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.51 %

    Holdings

    5.20 %

    -0.51 %
  • Infosys Ltd
    INFY
    3M change : 0.10 %

    Holdings

    3.99 %

    0.10 %

AMC Profile

Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.

  • No.of Schemes

    23

  • Total AUM

    ₹ 29,905.23 Cr.

Fund Manager Profile

Fatema Pacha

AUM:  ₹12,585.85 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manish Lodha

AUM:  ₹22,927.05 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Rahul Pal

AUM:  ₹5,995.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Amit Garg

AUM:  ₹3,201.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 8yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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