Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth | Pros & Cons NAV(16.68)

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth

Hybrid: Aggressive

Fund Information

Objective

Very High Risk

Nifty 50

Benchmark

2019-07-19

Launched On

Type

--

Min SIP

1000

Min Investment

315

AUM in Crores

0.67

Expense Ratio

1.00

Exit Load

Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd)

Fund House

Rahul Pal, Fatema Pacha, Manish Lodha

Fund Managers

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Pros & Cons

Pros

  • Lower Expense Ratio

Cons

  • Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth is ranking 92nd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth 
21.53
Nifty 50
15.718.9415.6911.3813.3111.27

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth 
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth 
-----
Nifty 50
-----
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
7.47
2020-03-16 - 2020-03-23
-12.89
Month2020-04-03 - 2020-05-03
13.8
2020-02-24 - 2020-03-24
-23.71
Quarter2020-03-23 - 2020-07-23
28.15
2019-12-04 - 2020-04-04
-19.06
Year2020-03-23 - 2021-03-23
68.96
2021-06-25 - 2022-06-25
-0.29

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials6.49
Reliance Industries Ltd.Energy6.15
Infosys Ltd.Technology5.95
HDFC Bank Ltd.Financials5.84
Tata Consultancy Services Ltd.Technology2.76
Kotak Mahindra Bank Ltd.Financials2.6
Hindustan Unilever Ltd.FMCG2.53
State Bank Of IndiaFinancials2.2
Axis Bank Ltd.Financials2.15
Housing Development Finance Corporation Ltd.Financials1.88
Larsen & Toubro Ltd.Infrastructure1.68
Maruti Suzuki India Ltd.Automobile and Ancillaries1.47
ICICI Lombard General Insurance Company Ltd.Financials1.37
Larsen & Toubro Infotech Ltd.Technology1.22
Astral Ltd.Consumer Durables1.19
ABB India Ltd.Capital Goods1.15
Sun Pharmaceutical Industries Ltd.Healthcare1.11
Hindalco Industries Ltd.Metals1.11
HCL Technologies Ltd.Technology1.08
Ambuja Cements Ltd.Construction1.07
Alkem Laboratories Ltd.Healthcare1.06
Max Financial Services Ltd.Financials1.06
Honeywell Automation India Ltd.Consumer Durables1.03
Rallis India Ltd.Chemicals1.02
Divi's Laboratories Ltd.Healthcare0.98
JK Lakshmi Cement Ltd.Construction0.92
Bosch Ltd.Automobile and Ancillaries0.85
PI Industries Ltd.Chemicals0.85
CESC Ltd.Energy0.8
Firstsource Solutions Ltd.Technology0.8
Ultratech Cement Ltd.Construction0.8
Jindal Stainless Ltd.Metals0.78
Avenue Supermarts Ltd.Retail and Other Services0.76
Gland Pharma Ltd.Healthcare0.75
Century Textiles & Industries Ltd.Diversified0.74
Fortis Healthcare Ltd.Healthcare0.74
Grindwell Norton Ltd.Capital Goods0.71
JM Financial Ltd.Financials0.71
SBI Cards And Payment Services Ltd.Financials0.71
Tata Communications Ltd.Media and Communications0.7
Timken India Ltd.Automobile and Ancillaries0.68
Balrampur Chini Mills Ltd.FMCG0.66
Balkrishna Industries Ltd.Automobile and Ancillaries0.65
Greenply Industries Ltd.Construction0.61
Blue Dart Express Ltd.Logistics0.6
Vinati Organics Ltd.Chemicals0.59
NHPC Ltd.Energy0.57
APL Apollo Tubes Ltd.Metals0.55
Motherson Sumi Systems Ltd.Automobile and Ancillaries0.54
Endurance Technologies Ltd.Automobile and Ancillaries0.54
Minda Industries Ltd.Automobile and Ancillaries0.5
Deepak Nitrite Ltd.Chemicals0.49
Dr. Reddy's Laboratories Ltd.Healthcare0.48
City Union Bank Ltd.Financials0.36
Atul Ltd.Chemicals0.33

AUM Yearly

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Details

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth is a mutual fund scheme launched by Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd).This fund has been launched on 2019-07-19. Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth currently has 315 crores of assets under management (AUM) and has an expense ratio of 0.67 which is lower than what most other Large Cap funds charge.


Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth has given returns of 21.53% in the last 1 year and % in the last 3 years. And since launch the fund has given 20.28% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are ICICI Bank Ltd. , Reliance Industries Ltd. , Infosys Ltd. , HDFC Bank Ltd. , Tata Consultancy Services Ltd.

Frquently Asked Questions

1. What is the NAV of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan ?

The current Net Asset Value (NAV) of the Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan is 16.68

2. Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Rolling Returns

The 3 year rolling returns of the Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan :

  • Mean : %
  • Max : %
  • Min : %

3. How do I invest in Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan ?

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  3. Invest and enjoy the returns

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.