Mahindra Manulife Aggressive Hybrid Fund - Direct Plan has delivered 112.62% absolute return over the last 5 years.
The average return for Aggressive funds is 59.52% .
This fund ranks #1 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.73% .
The fund currently owns more than 106 stocks.
The top 10 holdings account for 30.06% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.55% | -3.09% |
| 2 Year Return | 38.05% | 8.90% |
| 3 Year Return | 62.22% | 24.89% |
| 4 Year Return | 156.22% | 44.78% |
| 5 Year Return | N/A | 59.52% |
| 6 Year Return | N/A | 94.54% |
| 7 Year Return | N/A | 119.15% |
| Expense Ratio | 0.52% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.73%
|
|
| 2 | Finance - Banks - Private Sector |
4.61%
|
|
| 3 |
3.86%
|
||
| 4 | Energy |
2.72%
|
|
| 5 | Communication Services |
2.54%
|
|
| 6 | Finance - Banks - Private Sector |
2.51%
|
|
| 7 | Holding Company |
2.23%
|
|
| 8 | Information Technology |
2.12%
|
|
| 9 |
1.88%
|
||
| 10 | Utilities |
1.86%
|
|
| 11 | Financials |
1.81%
|
|
| 12 | Industrials |
1.70%
|
AMC: MAHINDRA MANULIFE
Category: Hybrid • Aggressive
Launch Date: 28 Jun 2019
Fund Manager: Mr. Vishal Jajoo
Minimum Purchase: ₹1,000
Exit Load: 10% of the units allotted shall be redeemed without any exit load, on or before completion of 3 months from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load: An exit load of 1% is payable if Units are redeemed / switched out on or before completion of 3 months from the date of allotment of Units. Nil - If Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.
Lock-in: 1
Risk: Moderate Risk
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan is managed by MAHINDRA MANULIFE and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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