Mahindra Manulife Aggressive Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	8
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹25.87_(R)		-1.28%	₹28.57_(D)	-1.28%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	23.38%	16.98%	18.86%	-%	-%
LumpSum_(D)	25.42%	19.1%	21.05%	-%	-%
SIP_(R)	-34.45%	15.29%	18.68%	-%	-%
SIP_(D)	-33.25%	17.42%	20.92%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.84	0.44	0.87	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	10.83%	-11.96%	-8.95%	-	7.64%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
JM Aggressive Hybrid Fund	1
Kotak Equity Hybrid Fund	2
UTI Aggressive Hybrid Fund	3
Icici Prudential Equity & Debt Fund	4
Invesco India Aggressive Hybrid Fund	5
Edelweiss Aggressive Hybrid Fund	6

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW	19.84	-0.2600	-1.2800%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - IDCW	22.28	-0.2900	-1.2800%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	25.87	-0.3400	-1.2800%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth	28.57	-0.3700	-1.2800%

Review Date: 20-12-2024

Mahindra Manulife Aggressive Hybrid Fund has exhibited 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 23.38% in 1 year, 16.98% in 3 years and 18.86% in 5 years. The category average for the same periods is 19.65%, 14.85% and 16.16% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 10.83, VaR of -11.96, Average Drawdown of -4.61, Semi Deviation of 7.64 and Max Drawdown of -8.95. The category average for the same parameters is 10.06, -11.75, -4.11, 7.12 and -9.25 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 ₹12542.0 in 1 year, ₹16895.0 in 3 years and ₹25990.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Mahindra Manulife Aggressive Hybrid Fund direct growth option would have grown to ₹9707.0 in 1 year, ₹46569.0 in 3 years and ₹100964.0 in 5 years as of today (20-12-2024).
standard deviation of 10.83 and based on VaR one can expect to lose more than -11.96% of current value of fund in one year.
Sharpe ratio of the fund is 0.84 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 %	1.84	2.09	0.42 \| 5.63	16 \| 28	Average
3M Return %	-4.80	-4.51	-10.95 \| 0.18	17 \| 28	Average
6M Return %	3.61	2.94	-7.92 \| 9.50	10 \| 27	Good
1Y Return %	23.38	19.65	14.60 \| 30.01	5 \| 28	Very Good
3Y Return %	16.98	14.85	8.93 \| 23.60	7 \| 26	Very Good
5Y Return %	18.86	16.16	11.55 \| 27.08	5 \| 25	Very Good
1Y SIP Return %	-34.45	-35.01	-39.59 \| -28.09	9 \| 25	Good
3Y SIP Return %	15.29	13.58	8.42 \| 23.51	7 \| 23	Good
5Y SIP Return %	18.68	16.85	11.64 \| 25.75	6 \| 22	Very Good
Standard Deviation	10.83	10.06	8.70 \| 13.76	21 \| 26	Average
Semi Deviation	7.64	7.12	6.11 \| 10.03	24 \| 26	Poor
Max Drawdown %	-8.95	-9.25	-17.76 \| -5.44	15 \| 26	Average
VaR 1 Y %	-11.96	-11.75	-19.78 \| -8.42	18 \| 26	Average
Average Drawdown %	-4.61	-4.11	-6.25 \| -2.42	19 \| 26	Average
Sharpe Ratio	0.84	0.69	0.11 \| 1.36	8 \| 26	Good
Sterling Ratio	0.87	0.76	0.34 \| 1.34	7 \| 26	Very Good
Sortino Ratio	0.44	0.36	0.07 \| 0.85	8 \| 26	Good

_{Return data last Updated On :
Dec. 20, 2024.

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

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	1.97	2.19	0.52 \| 5.76	17 \| 28
3M Return %	-4.42	-4.23	-10.66 \| 0.50	17 \| 28
6M Return %	4.46	3.56	-7.32 \| 10.22	10 \| 27
1Y Return %	25.42	21.13	15.64 \| 32.35	5 \| 28
3Y Return %	19.10	16.24	10.25 \| 25.24	6 \| 26
5Y Return %	21.05	17.55	12.82 \| 28.32	5 \| 25
1Y SIP Return %	-33.25	-34.34	-39.33 \| -26.79	9 \| 26
3Y SIP Return %	17.42	14.85	9.75 \| 25.47	5 \| 24
5Y SIP Return %	20.92	18.10	13.07 \| 27.09	5 \| 23
Standard Deviation	10.83	10.06	8.70 \| 13.76	21 \| 26
Semi Deviation	7.64	7.12	6.11 \| 10.03	24 \| 26
Max Drawdown %	-8.95	-9.25	-17.76 \| -5.44	15 \| 26
VaR 1 Y %	-11.96	-11.75	-19.78 \| -8.42	18 \| 26
Average Drawdown %	-4.61	-4.11	-6.25 \| -2.42	19 \| 26
Sharpe Ratio	0.84	0.69	0.11 \| 1.36	8 \| 26
Sterling Ratio	0.87	0.76	0.34 \| 1.34	7 \| 26
Sortino Ratio	0.44	0.36	0.07 \| 0.85	8 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-1.28	₹ 9,872.00	-1.28	₹ 9,872.00
1W	-3.23	₹ 9,677.00	-3.21	₹ 9,679.00
1M	1.84	₹ 10,184.00	1.97	₹ 10,197.00
3M	-4.80	₹ 9,520.00	-4.42	₹ 9,558.00
6M	3.61	₹ 10,361.00	4.46	₹ 10,446.00
1Y	23.38	₹ 12,338.00	25.42	₹ 12,542.00
3Y	16.98	₹ 16,007.00	19.10	₹ 16,895.00
5Y	18.86	₹ 23,719.00	21.05	₹ 25,990.00
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	-34.45	₹ 9,618.00	-33.25	₹ 9,707.48
3Y	₹ 36000	15.29	₹ 45,180.07	17.42	₹ 46,569.10
5Y	₹ 60000	18.68	₹ 95,619.42	20.92	₹ 100,964.40
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Mahindra Manulife Aggressive Hybrid Fund NAV Regular Growth	Mahindra Manulife Aggressive Hybrid Fund NAV Direct Growth
20-12-2024	25.8675	28.5656
19-12-2024	26.2041	28.9361
18-12-2024	26.3823	29.1316
17-12-2024	26.5145	29.2762
16-12-2024	26.7048	29.4851
13-12-2024	26.7322	29.5115
12-12-2024	26.6326	29.4003
11-12-2024	26.7159	29.4909
10-12-2024	26.6698	29.4387
09-12-2024	26.6241	29.3871
06-12-2024	26.6645	29.4279
05-12-2024	26.6843	29.4484
04-12-2024	26.5115	29.2564
03-12-2024	26.472	29.2116
02-12-2024	26.314	29.036
29-11-2024	26.1563	28.8581
28-11-2024	26.0025	28.6872
27-11-2024	26.1534	28.8524
26-11-2024	26.11	28.8032
25-11-2024	26.0889	28.7787
22-11-2024	25.7894	28.4447
21-11-2024	25.3994	28.0133

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

Mahindra Manulife Aggressive Hybrid Fund NAV

Mahindra Manulife Aggressive Hybrid Fund Review

Mahindra Manulife Aggressive Hybrid Fund Performance Comparison with Peers (Regular Plan Chart)

Mahindra Manulife Aggressive Hybrid Fund Review Dashboard (Regular Plan)

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