Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

FM-1 Ms. Fatema Pacha; FM-2 Mr. Manish Lodha; FM-3 Mr. Rahul Pal; FM-4 Mr. Amit Garg

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.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

2.02% As on (31-07-2025)

Minimum Investment | Top up

1000.0 | 1000.0

Total Assets

1,811.08 Cr As on (31-07-2025)

PERFORMANCE of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 12-08-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	2.57	15.98	19.66	-	17.62
Benchmark	-	-	-	-	-
Hybrid: Aggressive	1.83	14.01	17.31	11.4	12.94

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RETURNS CALCULATOR for Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	10.07	1.08	9.58	0.17	7.61	9.74
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
Mahindra Manulife Aggressive Hybrid Fund Reg Gr	19.66
SBI Equity Hybrid Reg Gr	15.84
Bandhan Aggr Hyb Fund Reg Gr	17.98
PGIM India Aggr Hybrid Equity Fund Gr	13.91
DSP Aggressive Hybrid Fund Reg Gr	17.06
ICICI Pru Equity & Debt Gr	24.5
Invesco India Aggressive Hybrid Reg Gr	16.11
Nippon India Aggressive Hybrid Fund Gr Plan	18.74
Edelweiss Aggr Hybrid Reg Gr	19.39
Edelweiss Aggr Hybrid Plan B Gr	19.45

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	25.61
Information Technology	7.28
Fast Moving Consumer Goods	5.69
Consumer Services	5.08
Healthcare	4.52
Consumer Durables	4.35
Oil, Gas & Consumable Fuels	4.09
Construction	2.97
Construction Materials	2.66
Automobile and Auto Components	2.59

Portfolio Holdings

Company	Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-	6.87
ICICI BANK LIMITED EQ NEW FV RS. 2/-	6.73
RELIANCE INDUSTRIES LIMITED EQ	4.09
INFOSYS LIMITED EQ FV RS 5	3.9
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-	2.66
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-	2.4
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-	2.27
STATE BANK OF INDIA EQ NEW RE. 1/-	2.25
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1	2.22
ULTRATECH CEMENT LIMITED EQ	2.1

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth