Should I invest in Mahindra Manulife Aggressive Hybrid Fund?

We don't give personal investment advice. Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 13.4%. 5-year CAGR: 13.63%.

Mahindra Manulife

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth

Latest NAV

₹30.5215

As of

17 Jul 2026

1,720 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.32%	+0.29%	+0.04	17 / 29	Q3
1W	+0.20%	+0.03%	+0.18	10 / 29	Q2
2W	+0.53%	+0.22%	+0.31	6 / 29	Q1
1M	+1.64%	+1.54%	+0.11	11 / 29	Q2
3M	+1.55%	+2.64%	-1.08	23 / 29	Q4
6M	-1.61%	+1.49%	-3.10	26 / 29	Q4
YTD	-2.81%	+0.06%	-2.87	26 / 29	Q4
1Y	+0.14%	+2.38%	-2.24	23 / 29	Q4
2Y	+3.35%	+3.64%	-0.29	17 / 29	Q3
3Y	+13.63%	+12.52%	+1.10	9 / 29	Q2
4Y	+15.59%	+14.19%	+1.41	7 / 28	Q1
5Y	+13.63%	+11.95%	+1.68	7 / 26	Q2
7Y	+17.27%	+14.38%	+2.89	5 / 25	Q1
10Y	—	—	—	—	—
Inception	+17.30%	+13.04%	+4.26	1 / 29	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.81%	+0.06%	-2.87	26 / 29
2025	+9.28%	+6.34%	+2.94	5 / 29
2024	+21.08%	+18.61%	+2.46	8 / 29
2023	+25.63%	+22.63%	+3.00	7 / 29
2022	+6.29%	+4.02%	+2.26	9 / 27
2021	+32.51%	+27.65%	+4.86	4 / 26
2020	+19.29%	+15.77%	+3.52	5 / 25
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.68%

74 windows

min -1.3% · max 55.4%

99% positive

3-Year rolling

+19.93%

49 windows

min 13.6% · max 27.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+20.39%

25 windows

min 13.6% · max 25.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+17.27%

1 window

min 17.3% · max 17.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.09%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.22

Downside-only deviation

Max drawdown

-12.27%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹30.5215
16 Jul 2026	₹30.4237
15 Jul 2026	₹30.3982
14 Jul 2026	₹30.2853
13 Jul 2026	₹30.4376
10 Jul 2026	₹30.4601
9 Jul 2026	₹30.1991
8 Jul 2026	₹30.0277
7 Jul 2026	₹30.4767
6 Jul 2026	₹30.5474

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth is ₹30.5215. It's a Aggressive Hybrid Fund from Mahindra Manulife, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth has NAV history starting from 23 Jul 2019, a track record of about 6 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth is managed by Mahindra Manulife. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth has delivered a absolute return of 0.14% — -2.24 pp behind the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #23 of 29 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth has delivered a CAGR of 13.63% — +1.1 pp ahead of the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #9 of 29 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth has delivered a CAGR of 13.63% — +1.68 pp ahead of the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #7 of 26 in its category — the second (Q2) quartile.

₹1 lakh invested in Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth exactly 5 years ago would be worth approximately ₹189,401 today — a multiplier of 1.89×, based on the 5-year CAGR of 13.63%. The category average over the same window would have grown ₹1 lakh to ₹175,809.

A ₹10,000 monthly SIP in Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth over the last 5 years — total invested ₹600,000 — would be worth ₹815,829 today. That's an XIRR (money-weighted annualised return) of 12.24%.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,455,085 — XIRR 15.41%.

On a 5-year basis, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth ranks #7 out of 26 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.95%; this fund delivered 13.63%.

The worst peak-to-trough decline Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth has experienced over the last 5-year window is 13.44% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth averaged 20.39% (best 25.79%, worst 13.63%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth returned 9.28% — beating the Aggressive Hybrid Fund category average of 6.34% by 2.94 pp. It ranked #5 of 29 in its category that year.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 13.4%. 5-year CAGR: 13.63%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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