Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

Mahindra Manulife Aggressive Hybrid Fund (Direct)

Mahindra Manulife Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 7.3 years old · AMFI code 147446

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

A
Track-record rating: 7 of 28 in Aggressive Hybrid

A (top 30%), score 65.9 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.7%3.9%-3.2%28 / 28
1 year-2.1%1.2%-3.3%25 / 28
3 years (a year)12.1%9.2%+2.9%8 / 28
5 years (a year)10.9%7.6%+3.3%7 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y11.0%
Max fall, 5Y-13.4%
Up capture, 3Y127
Down capture, 3Y124
Information ratio, 3Y0.78
Jensen's alpha, 3Y+2.5%
Beta, 3Y1.17
Sharpe, 3Y0.51

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Mahindra Manulife Aggressive Hybrid Fund (Direct plan)?

₹30.23 on 6 Nov 2026 (Growth option).

What is the expense ratio of Mahindra Manulife Aggressive Hybrid Fund (Direct)?

0.84% a year; the Regular plan's is 2.17%.

What return has Mahindra Manulife Aggressive Hybrid Fund given over 3 years?

12.1% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Mahindra Manulife Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Mahindra Manulife Aggressive Hybrid Fund rated?

A: 7 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Mahindra Manulife Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.