Mahindra Manulife Aggressive Hybrid Fund
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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
- 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
- Market volatility affecting returns
- Interest rate fluctuations impact bonds
- Potential liquidity issues
- Economic downturns can hurt performance
- Management fees reduce overall gains
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10BusinessHighThe sector is evolving with a focus on hybrid investment strategies.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are stable, but OCF shows some volatility.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is strong, but some concerns over pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.