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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW

Mahindra Manulife · Aggressive Hybrid
High
₹18.03
Current NAV
25 Jun 2026
10.6%
1Y Return
10.1%
3Y CAGR
11.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.86%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.66
Sharpe Ratio
0.66
Beta
1.66
Alpha
2.26
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Fund Details
Fund House Mahindra Manulife
Category Aggressive Hybrid
AUM ₹7710 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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