Mahindra Manulife Aggressive Hybrid Fund(IDCW)

Ticker: mf15612
Decent 63/100

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Business Overview

The Mahindra Manulife Aggressive Hybrid Fund (IDCW) is a dynamic investment option designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equity and debt, this fund aims to deliver attractive returns while managing risk effectively. It's ideal for those with a moderate to high-risk appetite looking to diversify their portfolio. With professional management and a focus on long-term wealth creation, this fund is a smart choice for your financial journey.

  • Balanced investment in equity and debt
  • Ideal for moderate to high-risk investors
  • Professional fund management
  • Focus on long-term wealth creation
  • Diversifies your investment portfolio

Investment Thesis

Mahindra Manulife Aggressive Hybrid Fund stands out due to its robust promoter backing and credibility. The fund is well-positioned to capitalize on the growing digital services sector, offering a significant growth runway. Moreover, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.

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

Opportunity vs Risk

Opportunities
  • Strong growth potential in equities
  • Diversified investment across asset classes
  • Tax benefits under Section 80C
  • Professional fund management expertise
  • Rising demand for hybrid funds
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact bonds
  • Limited liquidity in certain assets
  • Regulatory changes in mutual funds
  • Performance dependent on fund manager

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 consistent improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 03:51:52
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, and liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns about pledging.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 2
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 63 / 100 • Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, but investors should be cautious of execution risks and market sentiment.