Mahindra Manulife Aggressive Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	8
BMSMONEY Rating
Gro. Opt.	As On:	17-01-2025
NAV	₹25.31_(R)		-0.32%	₹27.98_(D)	-0.32%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	16.36%	12.86%	17.68%	-%	-%
LumpSum_(D)	18.27%	14.9%	19.85%	-%	-%
SIP_(R)	6.11%	17.65%	18.48%	-%	-%
SIP_(D)	7.88%	19.69%	20.65%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.7	0.37	0.79	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	10.95%	-11.96%	-8.95%	-	7.59%

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

NAV Date: 17-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - IDCW	19.41	-0.0600	-0.3200%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - IDCW	21.83	-0.0700	-0.3200%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	25.31	-0.0800	-0.3200%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth	27.98	-0.0900	-0.3200%

Review Date: 17-01-2025

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 16.36% in 1 year, 12.86% in 3 years and 17.68% in 5 years. The category average for the same periods is 13.62%, 11.2% and 15.35% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 10.95, VaR of -11.96, Average Drawdown of -4.78, Semi Deviation of 7.59 and Max Drawdown of -8.95. The category average for the same parameters is 10.17, -11.85, -4.41, 7.13 and -9.87 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 ₹11827.0 in 1 year, ₹15167.0 in 3 years and ₹24724.0 in 5 years as of today (17-01-2025).
An SIP of ₹1,000 per month in Mahindra Manulife Aggressive Hybrid Fund direct growth option would have grown to ₹12507.0 in 1 year, ₹48097.0 in 3 years and ₹100345.0 in 5 years as of today (17-01-2025).
standard deviation of 10.95 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 0.7 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 %	-4.56	-4.70	-7.61 \| -2.50	15 \| 27	Average
3M Return %	-4.30	-4.89	-7.60 \| -3.26	9 \| 27	Good
6M Return %	-3.01	-2.85	-9.40 \| 1.46	18 \| 27	Average
1Y Return %	16.36	13.62	7.21 \| 20.68	6 \| 27	Very Good
3Y Return %	12.86	11.20	5.71 \| 18.58	7 \| 26	Very Good
5Y Return %	17.68	15.35	10.51 \| 24.31	5 \| 24	Very Good
1Y SIP Return %	6.11	4.11	-6.50 \| 11.04	8 \| 27	Good
3Y SIP Return %	17.65	15.43	11.30 \| 23.29	7 \| 26	Very Good
5Y SIP Return %	18.48	16.56	11.98 \| 23.74	7 \| 24	Good
Standard Deviation	10.95	10.17	8.77 \| 13.61	21 \| 26	Average
Semi Deviation	7.59	7.13	6.06 \| 9.86	23 \| 26	Poor
Max Drawdown %	-8.95	-9.87	-18.23 \| -6.12	12 \| 26	Good
VaR 1 Y %	-11.96	-11.85	-19.78 \| -8.42	18 \| 26	Average
Average Drawdown %	-4.78	-4.41	-6.37 \| -2.59	17 \| 26	Average
Sharpe Ratio	0.70	0.58	0.02 \| 1.27	9 \| 26	Good
Sterling Ratio	0.79	0.68	0.29 \| 1.25	7 \| 26	Very Good
Sortino Ratio	0.37	0.30	0.03 \| 0.80	9 \| 26	Good

_{Return data last Updated On :
Jan. 17, 2025.

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

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-4.43	-4.61	-7.50 \| -2.44	14 \| 27
3M Return %	-3.92	-4.61	-7.22 \| -2.99	9 \| 27
6M Return %	-2.22	-2.26	-8.80 \| 2.13	15 \| 27
1Y Return %	18.27	15.00	8.97 \| 22.67	6 \| 27
3Y Return %	14.90	12.53	6.96 \| 20.17	5 \| 26
5Y Return %	19.85	16.71	11.77 \| 25.56	5 \| 24
1Y SIP Return %	7.88	5.39	-5.25 \| 12.89	6 \| 27
3Y SIP Return %	19.69	16.81	12.93 \| 25.19	6 \| 26
5Y SIP Return %	20.65	17.96	13.35 \| 25.06	6 \| 24
Standard Deviation	10.95	10.17	8.77 \| 13.61	21 \| 26
Semi Deviation	7.59	7.13	6.06 \| 9.86	23 \| 26
Max Drawdown %	-8.95	-9.87	-18.23 \| -6.12	12 \| 26
VaR 1 Y %	-11.96	-11.85	-19.78 \| -8.42	18 \| 26
Average Drawdown %	-4.78	-4.41	-6.37 \| -2.59	17 \| 26
Sharpe Ratio	0.70	0.58	0.02 \| 1.27	9 \| 26
Sterling Ratio	0.79	0.68	0.29 \| 1.25	7 \| 26
Sortino Ratio	0.37	0.30	0.03 \| 0.80	9 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.32	₹ 9,968.00	-0.32	₹ 9,968.00
1W	-0.64	₹ 9,936.00	-0.61	₹ 9,939.00
1M	-4.56	₹ 9,544.00	-4.43	₹ 9,557.00
3M	-4.30	₹ 9,570.00	-3.92	₹ 9,608.00
6M	-3.01	₹ 9,699.00	-2.22	₹ 9,778.00
1Y	16.36	₹ 11,636.00	18.27	₹ 11,827.00
3Y	12.86	₹ 14,375.00	14.90	₹ 15,167.00
5Y	17.68	₹ 22,569.00	19.85	₹ 24,724.00
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	6.11	₹ 12,393.67	7.88	₹ 12,506.88
3Y	₹ 36000	17.65	₹ 46,734.95	19.69	₹ 48,096.97
5Y	₹ 60000	18.48	₹ 95,185.32	20.65	₹ 100,344.84
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Mahindra Manulife Aggressive Hybrid Fund NAV Regular Growth	Mahindra Manulife Aggressive Hybrid Fund NAV Direct Growth
17-01-2025	25.3067	27.9799
16-01-2025	25.3889	28.0696
15-01-2025	25.2377	27.9012
14-01-2025	25.2116	27.8712
13-01-2025	25.0368	27.6768
10-01-2025	25.469	28.1509
09-01-2025	25.6478	28.3473
08-01-2025	25.7852	28.4979
07-01-2025	25.8785	28.5998
06-01-2025	25.7425	28.4483
03-01-2025	26.0903	28.8289
02-01-2025	26.2171	28.9678
01-01-2025	25.957	28.6792
31-12-2024	25.8247	28.5318
30-12-2024	25.8124	28.517
27-12-2024	25.9505	28.6658
26-12-2024	25.9108	28.6207
24-12-2024	25.913	28.6207
23-12-2024	25.8807	28.5837
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

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 (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