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Business News/Market/Market Stats/    Mahindra Manulife Aggressive Hybrid Fund Regular Growth

Mahindra Manulife Aggressive Hybrid Fund Regular Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 4
  • Plan
23.21 -0.16 (-0.67%) NAV as on 12 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1070.68
  • CAGR 35.76%
  • Exit Load1.00%
  • Expense ratio2.17%
  • CategoryHybrid
  • Min Investment1000
  • Min SIP500
  • Launch Date2019-07-23

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • 7.18% Govt Stock 2033
  • 62.94
  • 6.09%
  • Triparty Repo
  • 24.71
  • 2.39%
  • Bharti Telecom Limited
  • 24.07
  • 2.33%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.12
  • Std Deviation 10.31%
  • Tracking Error 0.00%

About Fund

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.

 

The Mahindra Manulife Aggressive Hybrid Fund Regular Growth has an AUM of 1070.68 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.17%. The minimum investment in Mahindra Manulife Aggressive Hybrid Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, 7.18% Govt Stock 2033, Reliance Industries & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

 

Some of the similar funds are Edelweiss Aggressive Hybrid B Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Bandhan Hybrid Equity Fund Regular Plan Growth, Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Edelweiss Aggressive Hybrid A Growth. Mahindra Manulife Aggressive Hybrid Fund Regular Growth has a sharpe ratio of 1.12 & a standard deviation of 10.31%.

FAQs about Mahindra Manulife Aggressive Hybrid Fund Regular Growth

According to the morning star rating Mahindra Manulife Aggressive Hybrid Fund Regular Growth has a Moderate risk & Exceptional return.
Mahindra Manulife Aggressive Hybrid Fund Regular Growth is managed by Rahul Pal,Manish Lodha,Fatema Pacha.
The expense ratio of Mahindra Manulife Aggressive Hybrid Fund Regular Growth is 2.17%.
The 5 year annualized return on Mahindra Manulife Aggressive Hybrid Fund Regular Growth is 0.00% & it has generated 35.76% in the last 1 year.
The minimum investment in Mahindra Manulife Aggressive Hybrid Fund Regular Growth is 1000 Rs.
Mahindra Manulife Aggressive Hybrid Fund Regular Growth has an AUM of 1070.68 crores.
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