Mahindra Manulife Aggressive Hybrid Fund

Ticker: mf12929
Decent 68/100

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Business Overview

The Mahindra Manulife Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equity and debt, this fund aims to provide capital appreciation while managing risk. It is ideal for those with a moderate to high-risk appetite looking to enhance their long-term wealth.

  • Balanced investment in equity and debt
  • Targets capital appreciation
  • Suitable for moderate to high-risk investors
  • Managed by experienced professionals
  • Focus on long-term wealth creation

Investment Thesis

Mahindra Manulife Aggressive Hybrid Fund stands out due to its strong promoter backing from the Mahindra Group, known for its credibility and robust governance. The fund is well-positioned to capitalize on the growing digital services market, providing a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.

  • Strong backing from the reputable Mahindra Group enhances credibility.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers.
  • Diversified investment strategy mitigates risk.
  • Consistent performance track record builds investor confidence.

Opportunity vs Risk

Opportunities
  • Strong growth potential in equity markets
  • Diversified investment across asset classes
  • Tax benefits under Section 80C
  • Professional fund management expertise
  • Suitable for long-term wealth creation
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact bonds
  • Potential liquidity issues
  • Economic downturns can hurt performance
  • Management fees reduce overall gains
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Aggressive Hybrid Fund • Updated: 2025-09-29 14:01:03
  • 10
    Business
    High
    The sector is evolving with a focus on hybrid investment strategies.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF shows some volatility.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns over pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution challenges.


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