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Aggressive Hybrid📊 NIFTY 50 Hybrid Composite Debt 65:35 Index(SEBI default)

Mahindra Manulife Aggressive Hybrid Fund · Regular · Growth

Mahindra Manulife Mutual Fund

#27 of 30 (1Y)

NAV

₹25.8356

as of 29 Sept 2026

Expense Ratio

2.21%

AUM

₹2,295 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-4.22%
3Y
+9.26%
5Y
+9.10%
Since Inception
+14.10%

SIP returns (XIRR)

1Y
-6.99%
3Y
+2.25%
5Y
+7.85%
Since Inception
+11.59%

What history actually did — last 7 years (Oct 2019 – Sept 2026)

A ₹5,000 monthly SIP for the last 7 years (Oct 2019 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹6,11,657 today — ₹4,15,000 invested, 11.1% XIRR.

₹4,15,000

Invested

₹6,11,657

Value today

11.1%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 7 years (Oct 2019 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹2,48,431 today (13.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2019 would still hold ₹18,72,654.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Oct 2019 – Sept 2026) (22 Mar 2020) would be ₹3,05,674 today (3.06×).

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

-0.26

Sharpe Ratio

—

Alpha

—

Beta

-0.27

Sortino

10.04%

Std Dev

-11.61%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategoryAggressive Hybrid
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Launch Date28 Jun 2019
AMFI Code147447
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit Load10% of the units allotted shall be redeemed without any exit load

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

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 2.21%.

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