Mahindra Manulife Aggressive Hybrid Fund(IDCW)
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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
- Strong growth potential in equities
- Diversified investment across asset classes
- Tax benefits under Section 80C
- Professional fund management expertise
- Rising demand for hybrid funds
- 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.
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable, and liquidity is adequate.
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6GovernanceGoodPromoter holding is strong, but some concerns about pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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2TechnicalsLowMarket sentiment is neutral with low liquidity.