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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive Launch Date: 19-07-2019
AUM:

₹ 2,111.26 Cr

Expense Ratio

1.99%

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 Ms. Kirti Dalvi ; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 9.06 15.53 13.55
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
26.6212
Last change
-0.21 (-0.7832%)
Fund Size (AUM)
₹ 2,111.26 Cr
Performance
15.93% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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 Ms. Kirti Dalvi ; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.06
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.41
RELIANCE INDUSTRIES LIMITED EQ 4.36
INFOSYS LIMITED EQ FV RS 5 3.51
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- 3.04
Net Receivables / (Payables) 2.82
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.75
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 2.46
STATE BANK OF INDIA EQ NEW RE. 1/- 2.05
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 1.89

Sector Allocation

Sector Holdings (%)
Financial Services 26.49
Information Technology 7.86
Oil, Gas & Consumable Fuels 5.45
Healthcare 4.5
Consumer Services 4.46
Fast Moving Consumer Goods 4.35
Automobile and Auto Components 4.04
Consumer Durables 3.93
Telecommunication 2.73
Capital Goods 2.71

Peer Comparison

Scheme Name 5Y (%)
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 13.55
HSBC Aggressive Hybrid Fund Reg Gr 11.0
Bandhan Aggr Hyb Fund Reg Gr 12.72
Mirae Asset Aggressive Hybrid Reg Gr 11.28
ICICI Pru Equity & Debt Gr 18.03
Kotak Aggressive Hybrid Fund Reg Gr 12.75
Bank of India Mid & Small Cap Equity & Debt Reg Gr 17.02
quant Aggressive Hybrid Fund Gr Reg Plan 15.47
SBI Equity Hybrid Reg Gr 11.33
Union Aggressive Hybrid Reg Gr 10.61