Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - IDCW

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Aggressive NAV 14.5058 -0 29 September, 2022
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - IDCW was previously known as

Mahindra Hybrid Equity Nivesh Yojana Regular - Dividend

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Dividend
Launch Date 19 July, 2019
Benchmark CRISIL Hybrid 35+65 Aggressive Index
Asset Size(Cr) 461.71 (As on 30-06-2022)
Turn over 81.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.56% (As on 31-05-2022)
Fund Manager Rahul Pal,Fatema Pacha,Manish Lodha

Investment Returns (As on 29 Sep, 2022)

Duration Returns Benchmark Category
1 W -3.32% -1.02% -0.42%
1 M -1.93% 2.39% 2.67%
3 M 7.42% -7.57% -6.01%
6 M -1.09% -11.33% -9.47%
1 Y -6.9% 2.07% 0.47%
2 Y 23.07% 24.48% 20.42%
3 Y - 12.85% 11.53%
5 Y - 11.55% 8.56%

Risk Mesasures (As on 29 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
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  • 5Y

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - IDCW -6.9% 0% 0%
ICICI Prudential Equity & Debt Fund - Growth 5.84% 19.86% 13.48%
SBI Equity Hybrid Fund - Regular Plan -Growth -1.27% 12.88% 11.32%
L&T Hybrid Equity Fund- Regular Plan - Growth -3.66% 11.08% 7.39%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -5.09% 11.03% 6.99%
Nippon India Equity Hybrid Fund - Growth Plan 0.36% 7.66% 4.74%

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