Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

Mahindra Manulife Aggressive Hybrid Fund (Regular)

Mahindra Manulife Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 7.3 years old · AMFI code 147447

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%.

B
Track-record rating: 13 of 28 in Aggressive Hybrid

B (middle of the peer group), score 52.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.0%3.8%-3.8%28 / 28
1 year-3.5%1.1%-4.6%27 / 28
3 years (a year)10.4%9.1%+1.3%17 / 28
5 years (a year)9.1%7.5%+1.6%10 / 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-14.2%
Up capture, 3Y123
Down capture, 3Y130
Information ratio, 3Y0.38
Jensen's alpha, 3Y+1.0%
Beta, 3Y1.17
Sharpe, 3Y0.35

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 (Regular plan)?

₹26.61 on 6 Nov 2026 (Growth option).

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

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

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

10.4% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.1% 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?

B: 13 of 28 Regular 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.