NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹19.48
-2.01%
NAV as on 16 Jan 25, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
aggressive allocation
equity
20.68%p.a.
Last 1Y
15.71%p.a.
Last 3Y
18.38%p.a.
Last 5Y
19.32%p.a.
Since Inception
About Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl scheme from Mahindra Manulife Investment Management Pvt. Ltd.. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jul 2019, Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl is Aggressive Allocation fund of its category with 1,502.95 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl delivered 20.7% annual returns during the last year. It has delivered 19.3% average annual returns since the fund was launched.
- Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Top 10 Holdings
HDFC Bank Ltd
6.30%
ICICI Bank Ltd
6.21%
Infosys Ltd
3.91%
Reliance Industries Ltd
3.70%
State Bank of India
3.02%
Larsen & Toubro Ltd
2.96%
Bharti Airtel Ltd
2.60%
Axis Bank Ltd
2.49%
7.3% Govt Stock 2053
2.27%
Hindustan Unilever Ltd
1.83%
Fund Managers
- Rahul Pal (Jul 2019 - Present)
- Amit Garg (May 2024 - Present)
- Manish Lodha (Dec 2020 - Present)
- Fatema Pacha (Oct 2020 - Present)
Key Information
View Scheme Document
Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl SIP Calculator
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NRI Mutual Fund Tax on Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Mahindra Manulife Aggressive Hybrid Fund Reinvestment of Income Dis cum Cptl Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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