Mahindra Manulife Aggressive Hybrid Fund · Regular · Growth
NAV
₹27.0227
as of 31 Jul 2026
Expense Ratio
2.00%
AUM
₹2,295 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.33%
- 3Y
- +11.39%
- 5Y
- +11.49%
- Since Inception
- +15.18%
SIP returns (XIRR)
- 1Y
- +0.48%
- 3Y
- +6.46%
- 5Y
- +10.36%
- Since Inception
- +13.36%
What history actually did — last 7 years (Aug 2019 – Jul 2026)
A ₹5,000 monthly SIP for the last 7 years (Aug 2019 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹6,56,124 today — ₹4,15,000 invested, 13.1% XIRR.
₹4,15,000
Invested
₹6,56,124
Value today
13.1%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 7 years (Aug 2019 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 7 years ago would be ₹2,71,787 today (15.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2019 would still hold ₹20,61,747.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 7 years (Aug 2019 – Jul 2026) (22 Mar 2020) would be ₹3,19,720 today (3.20×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.15
Sharpe Ratio
—
Alpha
—
Beta
-0.15
Sortino
10.54%
Std Dev
-11.61%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Mahindra Manulife Aggressive Hybrid Fund · Regular · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
Mahindra Manulife Aggressive Hybrid Fund · Regular · Growth is a Aggressive Hybrid mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹2,295 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 2.00%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations