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MF_147446

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹28,578.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.52%
MF_147446 Return
Benchmark CAGR
11.54%
Nifty 50
Inflation Adj. CAGR
10.08%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.75
Volatility vs Benchmark
Sharpe Ratio
0.75
Risk-Adjusted Return
Sortino Ratio
1.11
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 60% 13% 29%
60 days 62% 10% 17%
90 days 64% 9% 13%
180 days 73% 7% 8%
1Yr 84% 5% 4%
3Yr 95% 4% 2%
5Yr 100% 4% 0%
7Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth Nifty 50
30 days -23.3% | -57.0% | 22.0% | 145.9% 26.6% | -62.9% | 14.4% | 207.7%
60 days -35.7% | -42.6% | 19.3% | 99.3% -23.0% | -51.7% | 16.0% | 140.9%
90 days -27.1% | -45.2% | 19.0% | 89.3% -25.0% | -64.9% | 16.4% | 121.3%
1 Year -8.1% | -2.2% | 14.9% | 55.4% -10.0% | -5.4% | 11.1% | 62.0%
3 Years 10.6% | 11.2% | 19.4% | 25.6% 7.7% | 7.0% | 15.3% | 27.0%
5 Years 9.9% | 10.2% | 20.7% | 25.3% 6.4% | 6.1% | 16.1% | 23.7%
7 Years 14.7% | 14.6% | 16.8% | 17.6% 11.2% | 11.1% | 12.7% | 13.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 8 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 20, 2020 Aug. 28, 2020 190 days 25% Nifty 50: 37% 11471 8556 11475
Sept. 16, 2020 Oct. 9, 2020 23 days 6% Nifty 50: 7% 11493 10851 11495
Oct. 18, 2021 Jan. 8, 2022 82 days 7% Nifty 50: 10% 18106 16901 18114
Jan. 17, 2022 Sept. 9, 2022 235 days 13% Nifty 50: 16% 18440 15962 18450
Sept. 13, 2022 Nov. 1, 2022 49 days 5% Nifty 50: 7% 18626 17690 18667
Dec. 1, 2022 May 20, 2023 170 days 7% Nifty 50: 10% 19205 17919 19260
Sept. 27, 2024 June 25, 2025 271 days 12% Nifty 50: 15% 30212 26504 30300
Jan. 2, 2026 Oct. 30, 2026 301 days 11% Nifty 50: 15% 31570 28006 28578