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Mahindra Manulife Hybrid Equity Nivesh Yojana(IDCW-Payout)

IDCW
HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 272 Cr
Very High RiskPrinciple investment will be at very high risk
16.770.10 (+0.62%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

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Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

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Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 272 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.67
No LabelNo Label
38.56
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3.84
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1.06
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41.24
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3.19

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.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 25+75 - Aggressive Index

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

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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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Fund ManagerRead more 

Exp:

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#Funds: 13

Exp:

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#Funds: 12

Exp: 9yrs

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#Funds: 19

Know More

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

    17

  • Total AUM

    ₹ 7,244.37 Cr.