The Mahindra Manulife Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and income. This fund invests in a mix of equities and fixed income, making it suitable for those looking to diversify their portfolio while aiming for capital appreciation. With a focus on long-term wealth creation, it caters to both conservative and aggressive investors. Its unique hybrid structure allows for a dynamic allocation, adapting to market conditions for optimal returns.

Balanced investment in equities and fixed income
Ideal for long-term wealth creation
Dynamic asset allocation strategy
Suitable for both conservative and aggressive investors
Regular income through IDCW payout option

Investment Thesis

Mahindra Manulife Aggressive Hybrid Fund stands out due to its strong backing from the Mahindra Group, ensuring credibility and stability. With a growing focus on digital services, the fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking growth.

Strong promoter group: Backed by the reputable Mahindra Group.
Credibility: Established track record in fund management.
Digital services growth: Capitalizing on the digital transformation trend.
Attractive valuation: Competitive pricing compared to peer funds.
Diversified portfolio: Balanced exposure to equity and debt for risk mitigation.

Opportunity vs Risk

Opportunities

Strong potential for capital appreciation
Diversified investment across asset classes
Benefit from professional fund management
Tax-efficient investment option
Growing demand for hybrid funds

Risks ⚠️

Market volatility may impact returns
Interest rate fluctuations affect bonds
Limited historical performance data
High expense ratio compared to peers
Regulatory changes could impact fund

Peer Perspective

Mahindra Manulife Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.

📊 Stock Investment Checklist (100 Points)

Mahindra Manulife Aggressive Hybrid Fund(IDCW-Payout) • Updated: 2025-10-01 03:51:44

10

Business
High

The fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
10

Growth
High

Revenue and profit growth have been inconsistent, with fluctuations in performance.
10

Profitability
High

ROE and ROCE are average, with operating cash flow not consistently exceeding net profit.
8

Valuation
High

Valuation metrics are above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
9

Governance
High

Promoter holding is stable, but there are concerns about transparency in disclosures.
6

Drivers
Good

Growth drivers are present but execution risks are significant.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 72 / 100 • Decent

The fund shows decent potential but is hindered by inconsistent growth and valuation concerns. Investors should proceed with caution.