Should I invest in Mahindra Manulife Aggressive Hybrid Fund - Monthly IDCW?

We don't give personal investment advice. Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW 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: 19.7%. 5-year CAGR: 3.98%.

Mahindra Manulife

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW

Latest NAV

₹18.0207

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%	+0.15%	+0.17	12 / 33	Q2
1W	+0.17%	-0.48%	+0.65	6 / 33	Q1
2W	-0.54%	-0.12%	-0.41	29 / 33	Q4
1M	+0.50%	-0.04%	+0.54	23 / 33	Q3
3M	-1.83%	+0.63%	-2.46	29 / 33	Q4
6M	-7.93%	-1.61%	-6.32	29 / 33	Q4
YTD	-9.94%	-3.10%	-6.83	33 / 33	Q4
1Y	-9.24%	-0.33%	-8.91	33 / 33	Q4
2Y	-5.06%	+2.36%	-7.42	28 / 33	Q4
3Y	+4.78%	+9.05%	-4.27	23 / 32	Q3
4Y	+6.39%	+11.21%	-4.82	23 / 30	Q4
5Y	+3.98%	+9.77%	-5.79	23 / 29	Q4
7Y	+8.78%	+10.60%	-1.83	22 / 28	Q4
10Y	—	—	—	—	—
Inception	+8.79%	+8.06%	+0.73	20 / 33	Q3

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	-9.94%	-2.55%	-7.39	28 / 28
2025	+0.29%	-0.84%	+1.13	14 / 32
2024	+12.51%	+15.73%	-3.22	21 / 32
2023	+15.13%	+20.31%	-5.19	22 / 32
2022	-2.49%	+1.23%	-3.73	22 / 29
2021	+20.99%	+19.99%	+1.01	12 / 30
2020	+17.13%	+16.86%	+0.27	11 / 29
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

+12.04%

74 windows

min -9.2% · max 45.6%

74% positive

3-Year rolling

+10.64%

49 windows

min 4.8% · max 16.7%

100% positive

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

5-Year rolling

+11.22%

25 windows

min 4.0% · max 15.9%

100% positive

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

7-Year rolling

+8.78%

1 window

min 8.8% · max 8.8%

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

11.72%

3-year · annualised

Sharpe ratio

-0.10

vs risk-free 6.5%

Sortino ratio

-0.15

Downside-only deviation

Max drawdown

-17.92%

Sep 2024 → Mar 2026

% positive months

63.9%

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 - IDCW (Payout / Reinvestment)	Invesco	₹21.4825	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹19.1870	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹17.0060	17 Jul 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.8600	17 Jul 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹17.0011	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.5740	17 Jul 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.7100	17 Jul 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.8400	17 Jul 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹20.5837	17 Jul 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹32.7651	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.0207
16 Jul 2026	₹17.9637
15 Jul 2026	₹17.9493
14 Jul 2026	₹17.8834
13 Jul 2026	₹17.9739
10 Jul 2026	₹17.9894
9 Jul 2026	₹17.8359
8 Jul 2026	₹17.7353
7 Jul 2026	₹18.1839
6 Jul 2026	₹18.2269

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 - Monthly IDCW is ₹18.0207. It's a Aggressive Hybrid Fund from Mahindra Manulife, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW 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 - Monthly IDCW 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 - Monthly IDCW has delivered a absolute return of -9.24% — -8.91 pp behind the Aggressive Hybrid Fund category average of -0.33%. The fund ranks #33 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW has delivered a CAGR of 4.78% — -4.27 pp behind the Aggressive Hybrid Fund category average of 9.05%. The fund ranks #23 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW has delivered a CAGR of 3.98% — -5.79 pp behind the Aggressive Hybrid Fund category average of 9.77%. The fund ranks #23 of 29 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW exactly 5 years ago would be worth approximately ₹121,569 today — a multiplier of 1.22×, based on the 5-year CAGR of 3.98%. The category average over the same window would have grown ₹1 lakh to ₹159,387.

A ₹10,000 monthly SIP in Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹639,477 today. That's an XIRR (money-weighted annualised return) of 2.51%.

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,026,171 — XIRR 5.63%.

On a 5-year basis, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW ranks #23 out of 29 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.77%; this fund delivered 3.98%.

The worst peak-to-trough decline Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW has experienced over the last 5-year window is 19.66% — 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 - Monthly IDCW averaged 11.22% (best 15.87%, worst 3.98%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.14 — negative risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW returned 0.29% — beating the Aggressive Hybrid Fund category average of -0.84% by 1.13 pp. It ranked #14 of 32 in its category that year.

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW 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 - Monthly IDCW 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: 19.7%. 5-year CAGR: 3.98%.

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 - Monthly IDCW

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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