Should I invest in Mahindra Manulife Aggressive Hybrid Fund?

We don't give personal investment advice. Mahindra Manulife Aggressive Hybrid Fund - Regular 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: 14.2%. 5-year CAGR: 11.68%.

Mahindra Manulife

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Latest NAV

₹26.9807

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%	+0.24%	+0.07	7 / 12	Q3
1W	+0.17%	-0.05%	+0.22	3 / 12	Q1
2W	+0.47%	+0.24%	+0.23	3 / 12	Q1
1M	+1.52%	+1.46%	+0.07	6 / 12	Q2
3M	+1.18%	+2.75%	-1.56	11 / 12	Q4
6M	-2.33%	+1.80%	-4.13	11 / 12	Q4
YTD	-3.59%	+0.29%	-3.88	11 / 12	Q4
1Y	-1.37%	+2.07%	-3.44	11 / 12	Q4
2Y	+1.75%	+2.70%	-0.95	9 / 12	Q3
3Y	+11.84%	+11.49%	+0.35	5 / 12	Q2
4Y	+13.69%	+12.73%	+0.96	4 / 11	Q2
5Y	+11.68%	+10.30%	+1.38	3 / 11	Q2
7Y	+15.23%	+12.96%	+2.27	2 / 10	Q1
10Y	—	—	—	—	—
Inception	+15.26%	+11.59%	+3.67	1 / 12	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	-3.59%	+0.29%	-3.88	11 / 12
2025	+7.60%	+4.17%	+3.43	2 / 12
2024	+19.12%	+18.03%	+1.08	6 / 12
2023	+23.48%	+21.16%	+2.32	3 / 12
2022	+4.18%	+0.65%	+3.52	2 / 11
2021	+30.00%	+26.14%	+3.87	3 / 11
2020	+17.13%	+14.63%	+2.49	2 / 10
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

+18.56%

74 windows

min -2.8% · max 52.5%

95% positive

3-Year rolling

+17.79%

49 windows

min 11.8% · max 25.1%

100% positive

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

5-Year rolling

+18.26%

25 windows

min 11.7% · max 23.5%

100% positive

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

7-Year rolling

+15.23%

1 window

min 15.2% · max 15.2%

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

10.07%

3-year · annualised

Sharpe ratio

0.52

vs risk-free 6.5%

Sortino ratio

0.91

Downside-only deviation

Max drawdown

-12.85%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	Invesco	₹21.4813	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	Bandhan	₹27.6410	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	Mirae Asset	₹33.3760	17 Jul 2026
Kotak Aggressive Hybrid Fund - Regular Plan -Growth	Kotak	₹65.1440	17 Jul 2026
HSBC Aggressive Hybrid Fund - Regular Growth	HSBC	₹58.2144	17 Jul 2026
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	Axis	₹20.7700	17 Jul 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH	Bank of India	₹41.7600	17 Jul 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option	Groww	₹20.5866	17 Jul 2026
Navi Aggressive Hybrid Fund - Regular Plan - Growth	Navi	₹21.7989	17 Jul 2026
Shriram Aggressive Hybrid Fund- Regular Growth	Shriram	₹31.8843	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹26.9807
16 Jul 2026	₹26.8953
15 Jul 2026	₹26.8738
14 Jul 2026	₹26.7751
13 Jul 2026	₹26.9107
10 Jul 2026	₹26.9338
9 Jul 2026	₹26.7040
8 Jul 2026	₹26.5535
7 Jul 2026	₹26.9516
6 Jul 2026	₹27.0152

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 - Regular Plan - Growth is ₹26.9807. It's a Aggressive Hybrid Fund from Mahindra Manulife, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Aggressive Hybrid Fund - Regular 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of -1.37% — -3.44 pp behind the Aggressive Hybrid Fund category average of 2.07%. The fund ranks #11 of 12 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth has delivered a CAGR of 11.84% — +0.35 pp ahead of the Aggressive Hybrid Fund category average of 11.49%. The fund ranks #5 of 12 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth has delivered a CAGR of 11.68% — +1.38 pp ahead of the Aggressive Hybrid Fund category average of 10.30%. The fund ranks #3 of 11 in its category — the second (Q2) quartile.

₹1 lakh invested in Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹173,750 today — a multiplier of 1.74×, based on the 5-year CAGR of 11.68%. The category average over the same window would have grown ₹1 lakh to ₹163,285.

A ₹10,000 monthly SIP in Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹778,794 today. That's an XIRR (money-weighted annualised return) of 10.37%.

Mahindra Manulife Aggressive Hybrid Fund - Regular 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 ₹1,353,260 — XIRR 13.38%.

On a 5-year basis, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth ranks #3 out of 11 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 10.30%; this fund delivered 11.68%.

The worst peak-to-trough decline Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth has experienced over the last 5-year window is 14.16% — 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 - Regular Plan - Growth averaged 18.26% (best 23.54%, worst 11.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth returned 7.60% — beating the Aggressive Hybrid Fund category average of 4.17% by 3.43 pp. It ranked #2 of 12 in its category that year.

Mahindra Manulife Aggressive Hybrid Fund - Regular 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 - Regular 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: 14.2%. 5-year CAGR: 11.68%.

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

Mahindra Manulife Aggressive Hybrid Fund - Regular 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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