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: 13.68%.

Mahindra Manulife

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth

Latest NAV

₹29.3381

As of

3 Jun 2026

1,689 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	-0.25%	+4.36%	-4.61	27 / 30	Q4
1W	-1.46%	+2.94%	-4.41	21 / 30	Q3
2W	-0.56%	+4.15%	-4.71	24 / 30	Q4
1M	-1.70%	+3.24%	-4.93	24 / 30	Q4
3M	-2.07%	+3.65%	-5.72	20 / 30	Q3
6M	-5.85%	+0.91%	-6.75	25 / 30	Q4
YTD	-6.58%	+0.57%	-7.15	27 / 30	Q4
1Y	-0.96%	+5.12%	-6.07	22 / 30	Q3
2Y	+5.17%	+6.03%	-0.85	12 / 30	Q2
3Y	+14.26%	+13.60%	+0.66	9 / 30	Q2
4Y	+14.79%	+13.47%	+1.32	8 / 29	Q2
5Y	+13.68%	+12.07%	+1.61	7 / 27	Q2
7Y	+16.61%	+13.22%	+3.39	4 / 25	Q1
10Y	—	—	—	—	—
Inception	+16.96%	+12.86%	+4.10	1 / 30	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	-6.58%	-3.75%	-2.83	26 / 29
2025	+9.28%	+10.33%	-1.05	6 / 30
2024	+21.08%	+17.99%	+3.08	8 / 30
2023	+25.63%	+21.88%	+3.76	7 / 30
2022	+6.29%	+3.88%	+2.41	9 / 28
2021	+32.51%	+26.63%	+5.89	4 / 27
2020	+19.29%	+15.17%	+4.12	5 / 26
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

+20.56%

72 windows

min -1.0% · max 57.5%

99% positive

3-Year rolling

+19.71%

48 windows

min 14.3% · max 26.0%

100% positive

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

5-Year rolling

+20.51%

23 windows

min 13.7% · max 24.3%

100% positive

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

7-Year rolling

—

Insufficient history

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

10.25%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.28

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	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹29.3381
2 Jun 2026	₹29.4106
1 Jun 2026	₹29.2809
29 May 2026	₹29.4689
27 May 2026	₹29.7735
26 May 2026	₹29.7609
25 May 2026	₹29.8136
22 May 2026	₹29.5546
21 May 2026	₹29.4951
20 May 2026	₹29.5020

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 03 Jun 2026, the NAV of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth is ₹29.3381. 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 10 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 -0.96% — -6.07 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #22 of 30 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth has delivered a CAGR of 14.26% — +0.66 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #9 of 30 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 13.68% — +1.61 pp ahead of the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #7 of 27 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 ₹189,833 today — a multiplier of 1.90×, based on the 5-year CAGR of 13.68%. The category average over the same window would have grown ₹1 lakh to ₹176,761.

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 ₹797,004 today. That's an XIRR (money-weighted annualised return) of 11.29%.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹797,004 — XIRR 11.29%.

On a 5-year basis, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth ranks #7 out of 27 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 12.07%; this fund delivered 13.68%.

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 20.51% (best 24.30%, worst 13.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.64 — reasonable risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth returned 9.28% — lagging the Aggressive Hybrid Fund category average of 10.33% by 1.05 pp. It ranked #6 of 30 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: 13.68%.

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