Mahindra Manulife Aggressive Hybrid Fund Regular-Growth

Fund Details

NAV 25.23

Sub-Type Aggressive Hybrid

Rating 4

Min. SIP Amount ₹500.0

Fund Age(Year) 7.28

Fund Size(in Crores) 2798.48

Fund Performance

1 Month -2.34%

3 Month -6.4%

6 Month -5.05%

1 Year -9.69%

3 Year 9.07%

5 Year 8.36%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (73.88%) Market Cap Mid Cap 15.68 Small Cap 14.62 Large Cap 43.57 Top Sectors Financial 25.02 Capital Goods 6.93 Healthcare 6.84 Automobile 6.23 Energy 5.97 Services 5.78 Technology 2.55 Metals & Mining 2.25 Communication 2.13 Chemicals 2.11 Construction 2.02 Materials 1.86 Consumer Staples 1.65 Consumer Discretionary 1.52 Textiles 1.02 Top Holding Grindwell Norton 0.55 Mahindra & Mahindra 1.05 Titan Company 0.86 Kei Industries 1.37 Aegis Vopak Terminals 0.87 Kotak Mahindra Bank 1.85 Sun Pharmaceutical Industries 1.12 Indusind Bank 1.36 Havells India 0.83 Karur Vysya Bank 0.93 Pidilite Industries 0.64 Dr. Reddy's Laboratories 0.82 Aarti Industries 0.59 Divi's Laboratories 0.95 Fedbank Financial Services 0.81 Astral 0.9 Bajaj Finserv 1.79 Vedanta Aluminium Metal 0.98 Kirloskar Oil Engines 1.41 Avenue Supermarts 1.16 Trent 1.01 Coforge 1.05 Arvind Fashions 0.4 Axis Bank 1.89 Bharti Airtel 2.13 TVS Motor Company 1.17 Mankind Pharma 0.78 Tata Power Company 0.71 Escorts Kubota 0.72 Zydus Lifesciences 1.31 K.P.R. Mill 0.63 Titagarh Rail Systems 0.96 Godrej Properties 0.49 Marico 1.02 Shriram Finance 0.73 Tata Capital 0.82 SBI Cards 1.06 Adani Enterprises 1.35 HDFC Bank 4.69 360 One Wam 1.21 Clean Max Enviro Energy Solutions 0.66 CG Power 0.49 UNO Minda 1.13 Max Healthcare Institute 0.83 Eternal 1.58 NMDC 0.72 Dr. Lal Pathlabs 1.04 Max Financial Services 0.84 Tech Mahindra 1.5 Cochin Shipyard 1.1 Dixon Technologies (India) 1.3 Piramal Finance 1.01 Bandhan Bank 0.5 ICICI Bank 4.79 Britannia Industries 0.63 Suzlon Energy 0.42 Belrise Industries 1.18 HDB Financial Services 0.75 Adani Energy Solutions 1.4 Grasim Industries 0.96 LG Electronics India 0.66 Reliance Industries 2.32 Interglobe Aviation 0.68 SRF 0.88 Larsen & Toubro 1.53

Debt & Others (26.12%) Sector Allocation Real Estate Investment Trusts 1.35 Repo 2.29 State Development Loan 1.2 Debt Credit Ratings A1+ 6.37 AAA 5.53 SOV 5.22 AA+ 3.37 Cash & Call Money 2.28 Debt Category Indian Railway Finance Corporation 0.32 Maharashtra State 1.2 HDFC Securities 0.53 Fedbank Financial Services 0.36

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.17%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Amit Garg

Education Mr Garg is a B.Com, MMS Finance, CFA

Experience Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Darashaw & Co. and Daiwa Asset Management (India) Pvt. Ltd.

Manish Lodha

Education Mr. Lodha is a Chartered Accountant and Company Secretary

Experience Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).

Fatema Pacha

Education Ms. Pacha has done PGDBM (Finance) and BE (Computers)

Experience Prior to joining Invesco Mutual Fund, she was associated with Mahindra Manulife AMC, ICICI Prudential Life Insurance and UTI Mutual Fund.

Kirti Dalvi

Education MMS (Finance), CFA level 2

Experience Prior to Joining the Mahindra Manulife AMC he has worked with ENAM AMC, Angel Broking Ltd.

Vishal Jajoo

Education Mr. Jajoo is a Chartered Accountant, PGDM (Finance) and MBA (Investments)

Experience Prior to joining Mahindra Manulife AMC, he has worked with ITI Mutual Fund and Tata Investment Corporation Ltd

Rahul Pal

Education Mr. Pal is a B.Com (H) and Chartered Accountant.

Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 42

Date of Incorporation 2019-07-19

Total AUM 37195.61

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.