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Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan

Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+11.12%

5Y annualised

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NAV : 15 Sep 2026

₹29.47

Min. SIP amount

₹500

Fund size (AUM)

2790 Cr

Expense ratio

0.46%

Launched on

19 Jul 2019

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,39,779

Stock Allocation

Stock nameSectorAllocation
Icici Bank LimitedBank5.29%
Hdfc Bank LimitedBank3.98%
Triparty RepoCash & Cash Equivalents And Net Assets3.38%

Fund Composition

2790 Cr

Large Cap

44.39%

Mid Cap

20.63%

Small Cap

8.23%

Others

26.74%

Sector Allocation

2790 Cr

Bank

15.94%

Corporate Debt

10.43%

Finance

8.28%

Healthcare

6.82%

Automobile & Ancillaries

6.72%

Cash & Cash Equivalents And Net Assets

4.71%

Commercial Paper

4.67%

Retailing

4.28%

Others

37.78%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

KD

Kirti Dalvi

Present

VJ

Vishal Jajoo

Present

RP

Rahul Pal

Present

AG

Amit Garg

Present

Similar/Peer Fund Comparison

Fund name
B

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+16.83%
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.12%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+12.36%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.26%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+11.25%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+13.34%
H

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

+7.36%
S

SBI Aggressive Hybrid Fund(G)-Direct Plan

+11.97%

FAQs

Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan is a part of Mahindra Manulife Investment Management Private Limited, it was incepted on 19 Jul 2019. This fund is managed by Kirti Dalvi, Vishal Jajoo, Rahul Pal and Amit Garg. It is a Hybrid type of fund.

The current NAV of Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan is ₹29.47 (as of 15 Sep 2026).

Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan has delivered -3.93% in 1 year, 10.50% in 3 years, and 11.12% in 5 years (annualised).

The minimum SIP amount for Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan is ₹500.

The expense ratio of Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan is 0.46%.

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