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Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth

Mahindra Manulife Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
2,295 cr
TER direct / regular
0.96% / 2.29%
CAGR (full)
15.0%
Sharpe (full)
0.78
Sharpe (bull ≤Sep-24)
3.59
Sharpe (sideways Oct-24→)
-0.35
Max drawdown
-19.1%
Months of data
85
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2019202020212022202320242025202688201314Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

20192020202120222023202420252026-19-100Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2223.7%6.5%1.6512
FY232.3%0.4%-0.2412
FY2435.5%5.0%3.4112
FY2513.4%3.3%0.5512
FY26-0.3%0.4%-0.4912
FY27*9.7%-2.5%1.755
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+1.5+3.6+4.6-0.4+1.2+10.9
2020+2.4-2.6-17.0+9.6-1.6+5.4+4.7+2.9+0.0+2.0+8.1+6.7+19.4
2021-0.4+7.3+2.2+0.5+6.2+2.8+2.8+4.8+2.0+1.2-2.6+2.5+33.1
2022+1.5-3.5+3.8-2.3-3.0-3.2+8.2+3.4-2.4+3.9+3.0-2.3+6.3
2023-1.7-1.0+0.5+2.8+4.2+3.3+4.3+0.3+1.3-1.6+4.8+6.0+25.5
2024+2.7+1.3+1.5+4.1+0.3+7.4+4.6+1.6+1.6-4.3+0.5-1.1+21.7
2025-2.1-5.1+5.9+3.3+2.4+3.3-1.5-0.7+0.4+2.9+1.1+0.0+9.8
2026-2.3+0.1-8.7+6.3-1.1+2.0+1.8+0.5-1.9

Quarterly average AUM & estimated net flows

20192020202120222023202420252026661,1812,295AUM (quarter avg), ₹cr
-18337
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.