Mahindra Manulife Aggressive Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	8
BMSMONEY Rating
Gro. Opt.	As On:	19-11-2024
NAV	₹25.49_(R)		+0.43%	₹28.11_(D)	+0.44%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	27.18%	14.54%	18.6%	-%	-%
LumpSum_(D)	29.29%	16.63%	20.8%	-%	-%
SIP_(R)	-1.19%	18.44%	19.63%	-%	-%
SIP_(D)	0.54%	20.54%	21.84%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.69	0.35	0.78	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	11.25%	-12.91%	-9.35%	-	8.0%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
JM Aggressive Hybrid Fund	1
Icici Prudential Equity & Debt Fund	2
Edelweiss Aggressive Hybrid Fund	3
UTI Aggressive Hybrid Fund	4
Kotak Equity Hybrid Fund	5
Bank of India Mid & Small Cap Equity & Debt Fund	6

NAV Date: 19-11-2024

Scheme Name	NAV	Rupee Change	Percent Change
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW	19.55	0.0800	0.4300%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - IDCW	21.93	0.1000	0.4400%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	25.49	0.1100	0.4300%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth	28.11	0.1200	0.4400%

Review Date: 19-11-2024

Mahindra Manulife Aggressive Hybrid Fund has shown good performance in the Aggressive Hybrid Fund category. The fund has rank of 8 out of 26 funds in the category. The fund has delivered return of 27.18% in 1 year, 14.54% in 3 years and 18.6% in 5 years. The category average for the same periods is 23.12%, 12.37% and 16.04% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 11.25, VaR of -12.91, Average Drawdown of -4.69, Semi Deviation of 8.0 and Max Drawdown of -9.35. The category average for the same parameters is 10.35, -12.43, -4.37, 7.36 and -10.17 respectively. The fund has average risk in the category.

Key Points:

An investment of ₹10,000 in Mahindra Manulife Aggressive Hybrid Fund direct growth option would have grown to ₹12929.0 in 1 year, ₹15865.0 in 3 years and ₹25719.0 in 5 years as of today (19-11-2024).
An SIP of ₹1,000 per month in Mahindra Manulife Aggressive Hybrid Fund direct growth option would have grown to ₹12035.0 in 1 year, ₹48665.0 in 3 years and ₹103264.0 in 5 years as of today (19-11-2024).
standard deviation of 11.25 and based on VaR one can expect to lose more than -12.91% of current value of fund in one year.
Sharpe ratio of the fund is 0.69 which shows good performance of fund in the aggressive hybrid fund category.

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-3.54	-3.66	-5.89 \| -2.43	15 \| 28	Average
3M Return %	-3.21	-2.39	-7.98 \| 1.24	24 \| 28	Poor
6M Return %	7.44	5.84	-3.71 \| 11.61	7 \| 28	Very Good
1Y Return %	27.18	23.12	17.01 \| 33.06	3 \| 28	Very Good
3Y Return %	14.54	12.37	6.63 \| 20.49	6 \| 26	Very Good
5Y Return %	18.60	16.04	11.46 \| 25.48	5 \| 25	Very Good
1Y SIP Return %	-1.19	-3.69	-12.57 \| 4.30	8 \| 28	Good
3Y SIP Return %	18.44	16.05	11.43 \| 26.73	7 \| 26	Very Good
5Y SIP Return %	19.63	17.43	12.49 \| 25.82	6 \| 25	Very Good
Standard Deviation	11.25	10.35	9.12 \| 13.74	23 \| 26	Poor
Semi Deviation	8.00	7.36	6.48 \| 9.99	23 \| 26	Poor
Max Drawdown %	-9.35	-10.17	-17.76 \| -5.01	10 \| 26	Good
VaR 1 Y %	-12.91	-12.43	-19.78 \| -10.29	18 \| 26	Average
Average Drawdown %	-4.69	-4.37	-6.25 \| -2.42	17 \| 26	Average
Sharpe Ratio	0.69	0.57	0.04 \| 1.18	9 \| 26	Good
Sterling Ratio	0.78	0.67	0.28 \| 1.27	8 \| 26	Good
Sortino Ratio	0.35	0.29	0.04 \| 0.63	9 \| 26	Good

_{Return data last Updated On :
Nov. 19, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Oct. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-3.42	-3.57	-5.76 \| -2.35	14 \| 28
3M Return %	-2.81	-2.09	-7.68 \| 1.64	24 \| 28
6M Return %	8.31	6.48	-3.09 \| 12.19	7 \| 28
1Y Return %	29.29	24.63	18.89 \| 35.43	3 \| 28
3Y Return %	16.63	13.73	7.92 \| 22.06	5 \| 26
5Y Return %	20.80	17.43	12.93 \| 26.68	5 \| 25
1Y SIP Return %	0.54	-2.44	-11.35 \| 6.11	6 \| 28
3Y SIP Return %	20.54	17.47	12.97 \| 28.63	6 \| 26
5Y SIP Return %	21.84	18.87	14.14 \| 27.39	5 \| 25
Standard Deviation	11.25	10.35	9.12 \| 13.74	23 \| 26
Semi Deviation	8.00	7.36	6.48 \| 9.99	23 \| 26
Max Drawdown %	-9.35	-10.17	-17.76 \| -5.01	10 \| 26
VaR 1 Y %	-12.91	-12.43	-19.78 \| -10.29	18 \| 26
Average Drawdown %	-4.69	-4.37	-6.25 \| -2.42	17 \| 26
Sharpe Ratio	0.69	0.57	0.04 \| 1.18	9 \| 26
Sterling Ratio	0.78	0.67	0.28 \| 1.27	8 \| 26
Sortino Ratio	0.35	0.29	0.04 \| 0.63	9 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.43	₹ 10,043.00	0.44	₹ 10,044.00
1W	-1.22	₹ 9,878.00	-1.19	₹ 9,881.00
1M	-3.54	₹ 9,646.00	-3.42	₹ 9,658.00
3M	-3.21	₹ 9,679.00	-2.81	₹ 9,719.00
6M	7.44	₹ 10,744.00	8.31	₹ 10,831.00
1Y	27.18	₹ 12,718.00	29.29	₹ 12,929.00
3Y	14.54	₹ 15,028.00	16.63	₹ 15,865.00
5Y	18.60	₹ 23,469.00	20.80	₹ 25,719.00
7Y		₹		₹
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-1.19	₹ 11,922.56	0.54	₹ 12,035.44
3Y	₹ 36000	18.44	₹ 47,254.28	20.54	₹ 48,664.91
5Y	₹ 60000	19.63	₹ 97,874.76	21.84	₹ 103,263.78
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Mahindra Manulife Aggressive Hybrid Fund NAV Regular Growth	Mahindra Manulife Aggressive Hybrid Fund NAV Direct Growth
19-11-2024	25.4869	28.1073
18-11-2024	25.3768	27.9847
14-11-2024	25.4663	28.0785
13-11-2024	25.4408	28.0492
12-11-2024	25.8023	28.4465
11-11-2024	26.031	28.6974
08-11-2024	26.0571	28.7224
07-11-2024	26.1963	28.8746
06-11-2024	26.3497	29.0431
05-11-2024	26.0684	28.7318
04-11-2024	25.9423	28.5916
31-10-2024	26.0554	28.7113
30-10-2024	26.0989	28.758
29-10-2024	26.1655	28.8301
28-10-2024	25.9738	28.6176
25-10-2024	25.8129	28.4364
24-10-2024	26.0421	28.6876
23-10-2024	26.0875	28.7364
22-10-2024	26.0873	28.735
21-10-2024	26.4221	29.1024

Fund Launch Date: 28/Jun/2019
Fund Category: Aggressive Hybrid Fund
Investment Objective: 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.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 25+75 - Aggressive Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Mahindra Manulife Aggressive Hybrid Fund

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Mahindra Manulife Aggressive Hybrid Fund Review Dashboard (Direct Plan)

Mahindra Manulife Aggressive Hybrid Fund Lumpsum Returns and Investment Value

Mahindra Manulife Aggressive Hybrid Fund SIP Return and Investment Value

Mahindra Manulife Aggressive Hybrid Fund NAV History

Mahindra Manulife Aggressive Hybrid Fund Information