MonitorDirect · Growth
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual FundHybrid Schemes - Aggressive Hybrid Fund7.2 years
- NAV
- 29.4677
- 15 Sept 2026
- 1Y
- -3.9%
- Trailing CAGR
- AUM
- ₹2,633.89 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-3.9%
- 3Y+10.5%
- 5Y+11.1%
- 10Yn/a
- SI+16.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.8%
- 3Y+4.1%
- 5Y+10.0%
- 10Yn/a
- Since inception
- +16.3%
- Calendar-day CAGR
- Excess 1Y
- -5.5%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 47
- Vs comparable share classes
- Worst rolling 3Y
- +10.5%
- 1020 daily-ending windows
- Median rolling 3Y
- +19.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 533 daily-ending windows
- SIP 3Y XIRR
- +4.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 112 recovered episodes
- Longest recovery
- 158 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +82%
- NAV observations
20 Feb 2020 – 28 Aug 2020
Trough 23 Mar 2020 · recovered in 158 days
-25.4%
17 Jan 2022 – 9 Sept 2022
Trough 17 Jun 2022 · recovered in 84 days
-13.4%
27 Sept 2024 – 25 Jun 2025
Trough 28 Feb 2025 · recovered in 117 days
-12.3%
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-11.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
47
Vs category
16
Consistency
96
Risk-adjusted
70
Drawdown
37
Mean
53
Portfolio
31 Aug 2026 · 112 holdings · top 10 are 30.1%.
- Top 5
- 19.5%
- Top 10
- 30.1%
- Largest holding
- 5.3%
- Effective holdings
- 64.9
ICICI Bank Ltd
Financial
5.3%
HDFC Bank Ltd
Financial
4.0%
Repo
Unspecified
3.4%
Reliance Industries Ltd
Energy & Utilities
2.5%
Bharti Airtel Ltd
Technology
2.2%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.8%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Mirae Asset Aggressive Hybrid Fund
Mirae Asset Mutual Fund
- 1Y
- +4.1%
- 3Y
- +10.8%
- Vol
- 12.2%
- Max DD
- -29.0%
- Sharpe
- 0.66
- 3Y win
- +76%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +2.4%
- 3Y
- +10.9%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.80
- 3Y win
- +55%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.71
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility · Higher TER
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +1.0%
- 3Y
- +12.9%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.92
- 3Y win
- +95%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER