MF Gyan
hybridModerate risk7 years oldCooling recently (last 6m ≈ -7% p.a.)

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Mahindra Manulife Mutual Fund. It's been running since 23 Jul 2019.

Latest price per unit
₹20.8582
▼ 0.36% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹92.4k
▼ ₹7.6k loss · -7.6% / year
Invested 3 years ago
₹1.18 L
▲ ₹18.5k gain · 5.8% / year
Invested 5 years ago
₹1.26 L
▲ ₹26.4k gain · 4.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.77 L
Gain / loss-₹2.7k
XIRR (annualised)-1.02%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.77 L
Projected gain*+-₹2.8k
*at this fund's historical rate of -1.02% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 45 other funds in Hybrid Schemes - Aggressive Hybrid Fund

Same plan
1-year return
-7.61%median 1.13% (-8.74%)
Rank #45 of 46Beats 0% of peers
3-year return
5.81%median 10.44% (-4.62%)
Rank #34 of 46Beats 25% of peers
5-year return
4.80%median 8.94% (-4.15%)
Rank #35 of 46Beats 17% of peers
Bumpiness (3Y)
11.53%median 10.91% (+0.61%)
Rank #28 of 46Less risky than 40% of peers
Worst-ever drop
-25.41%median -29.00% (+3.59%)
Rank #42 of 46Less risky than 7% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+19%
2020
+24%
2021
-1%
2022
+17%
2023
+15%
2024
+3%
2025
-9%
2026
Best year
2021 · 23.63%
Worst year
2026 · -9.41%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
11.5%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-25.41%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year-7.61%
CAGR — 3 years5.81%
CAGR — 5 years4.80%
CAGR — since launch10.87%
Volatility — 1 year (annualised)10.31%
Volatility — 3 years (annualised)11.53%
Max drawdown — 1 year-13.66%
Max drawdown — 3 years-15.04%
Sharpe ratio — 1 year (rf=6%)-1.37
Sharpe ratio — 3 years (rf=6%)-0.02

Fund info

Fund house
Mahindra Manulife Mutual Fund
Category
Hybrid Schemes - Aggressive Hybrid Fund
Plan
Direct
Option
IDCW
ISIN (Growth)
INF174V01804
ISIN (Div re-invest)
INF174V01796
Fund code
147448
First price on record
23 Jul 2019 · 1,755 daily prices

About Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is a Hybrid Schemes - Aggressive Hybrid Fund offered by Mahindra Manulife Mutual Fund under the Direct plan with the IDCW option. It has approximately 7 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is ₹20.8582 (as of 4 Sep 2026). Historically, it has delivered -7.61% over the last year, 5.81% CAGR over 3 years, 4.80% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 11.5% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 25.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

The latest NAV of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is ₹20.8582 as of 4 Sep 2026, down 0.36% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has delivered 1-year return -7.61%, 3-year CAGR 5.81%, 5-year CAGR 4.80%, since-inception CAGR 10.87%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW belong to?+

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is categorised as Hybrid Schemes - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

Based on its 3-year annualised volatility of 11.5%, Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW a direct plan?+

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has NAV history available from 23 Jul 2019 — approximately 7 years of track record and 1,755 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.