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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Category: Hybrid: Aggressive
Launch Date: 19-07-2019
AUM:
₹ 2,044.88 Cr
Expense Ratio
2.0%
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 | 7.64 | 16.35 | 15.77 |
| Benchmark | - | - | - |
Asset Allocation
Equity
Debt
Others
Overview
NAV
27.6074
Last change
-0.17 (-0.6103%)
Fund Size (AUM)
₹ 2,044.88 Cr
Performance
16.99% (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/- | 6.71 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.62 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.73 |
| INFOSYS LIMITED EQ FV RS 5 | 3.89 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 3.16 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.63 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.3 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.05 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 1.97 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 1.87 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.23 |
| Information Technology | 7.51 |
| Oil, Gas & Consumable Fuels | 4.73 |
| Consumer Durables | 4.36 |
| Automobile and Auto Components | 4.17 |
| Healthcare | 4.17 |
| Consumer Services | 3.98 |
| Capital Goods | 3.85 |
| Fast Moving Consumer Goods | 3.79 |
| Telecommunication | 2.95 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 15.77 |
| ICICI Pru Equity & Debt Gr | 20.68 |
| SBI Equity Hybrid Reg Gr | 12.69 |
| Mirae Asset Aggressive Hybrid Reg Gr | 12.59 |
| Bandhan Aggr Hyb Fund Reg Gr | 14.2 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 16.61 |
| ABSL Equity Hybrid95 Reg Gr | 11.86 |
| Canara Robeco Equity Hybrid Reg Gr | 12.1 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 14.96 |
| UTI Aggressive Hybrid Fund Reg Gr | 15.95 |