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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 79/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)12.36%
- Expense ratio (20%)0.88%
- AUM (15%)₹2,634 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Mahindra Mutual Fund · Hybrid · Aggressive Hybrid
₹30.42
AUM: ₹2,633 Cr
NAV updated 21 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.88%
Exit Load
Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.
Fund Manager
Rahul Pal
Inception
Jul 2019
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.67
Std Dev (1Y)
10.46%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.44%
3m
+3.56%
6m
+1.53%
1y
+0.08%
3y
+12.36%
5y
+11.98%
10y
—
since inception
+14.87%
TopFund's Take on Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth holds up reasonably well within the Aggressive Hybrid category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 79/100.
Cost: At 0.88%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 0.87% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.67 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.46% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is ₹30.42. NAV is updated every business day after market close by AMFI.
1Y: 0.08% · 3Y CAGR: 12.36% · 5Y CAGR: 11.98%
The expense ratio of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is 0.88% per annum. This is the annual fee charged by the fund to manage your investment.
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is managed by Rahul Pal at Mahindra Mutual Fund.
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is ₹2,634 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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