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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Category: Hybrid: Aggressive
Launch Date: 19-07-2019
AUM:
₹ 1,969.84 Cr
Expense Ratio
2.01%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF174V01754
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM-1 Ms. Fatema Pacha; FM-2 Mr. Manish Lodha; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 6.29 | 16.62 | 18.79 |
| Benchmark | - | - | - |
Asset Allocation
Equity
Debt
Others
Overview
NAV
27.697
Last change
0.11 (0.3874%)
Fund Size (AUM)
₹ 1,969.84 Cr
Performance
17.53% (Inception)
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. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Manager
FM-1 Ms. Fatema Pacha; FM-2 Mr. Manish Lodha; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.86 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.59 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.49 |
| INFOSYS LIMITED EQ FV RS 5 | 3.81 |
| Mahindra Manulife Liquid Fund -Direct Plan -Growth | 3.21 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 3.04 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.38 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.33 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.29 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.43 |
| Information Technology | 6.95 |
| Consumer Services | 5.05 |
| Oil, Gas & Consumable Fuels | 4.49 |
| Consumer Durables | 4.32 |
| Fast Moving Consumer Goods | 4.22 |
| Healthcare | 3.87 |
| Automobile and Auto Components | 3.82 |
| Capital Goods | 2.36 |
| Construction | 2.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 18.79 |
| SBI Equity Hybrid Reg Gr | 15.56 |
| ICICI Pru Equity & Debt Gr | 24.95 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.22 |
| Mirae Asset Aggressive Hybrid Reg Gr | 14.73 |
| Edelweiss Aggr Hybrid Plan B Gr | 18.52 |
| Edelweiss Aggr Hybrid Reg Gr | 18.46 |
| PGIM India Aggr Hybrid Equity Fund Gr | 12.7 |
| Union Aggressive Hybrid Reg Gr | 0.0 |
| HDFC Hybrid Equity Gr | 15.84 |