Aditya Birla Sun Life Equity Hybrid 95 Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1876 Cr | ₹7368 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Jul 2019 | 10 Feb 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 70% | 85% |
| Expense Ratio | 2.07 | 1.86 |
| Manager | Rahul Pal | Dhaval Joshi |
| ISIN Code | INF174V01754 | INF209K01BT5 |
| Exits Load | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.02% | 1.2% |
| 6 Month | 5.68% | 6.36% |
| 1 Year | 4.77% | 3.93% |
| 3 Year | 16.37% | 13.22% |
| 5 Year | 19.03% | 15.05% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.52% | 3.08% |
| 1 Year | 12.1% | 12.68% |
| 3 Year | 15.51% | 13.33% |
| 5 Year | 15.54% | 12.31% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.73% | 15.6% |
| 3 Year | 17.99% | 15.9% |
| 5 Year | 20.55% | 16.47% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.00% | 9.21% |
| Sharp | 0.95% | 0.77% |
| Beta | 1.12% | 0.12% |
| Alpha | 2.54% | 6.58% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Rahul Pal | Dhaval Joshi |
| Total AUM | ₹3032 Cr | ₹361932 Cr |
| Funds Managed | 7 | 55 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 29.54 | 22.8 |
| Large Cap | 58.65 | 59.48 |
| Mid Cap | 6.9 | 9.82 |
| Small Cap | 4.9 | 7.86 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 25.84 | 21.05 |
| Energy | 4.49 | - |
| Industrials | 6.41 | - |
| Technology | 8.45 | - |
| Consumer Cyclical | 10.13 | - |
| Financial Services | 25.42 | - |
| Healthcare | 3.86 | - |
| Consumer Defensive | 4.63 | - |
| Real Estate | 1.63 | - |
| Basic Materials | 4.83 | - |
| Utilities | 1.31 | - |
| Communication Services | 3.01 | - |
| Petroleum Products | - | 3.85 |
| Electrical Equipment | - | 0.71 |
| IT - Software | - | 6.67 |
| Retailing | - | 2.87 |
| Construction | - | 2.55 |
| Non - Ferrous Metals | - | 1.28 |
| Banks | - | 19.19 |
| Pharmaceuticals & Biotechnology | - | 4.58 |
| Industrial Manufacturing | - | 1.03 |
| Healthcare Services | - | 1.13 |
| Commercial Services & Supplies | - | 0.27 |
| Auto Components | - | 2.64 |
| Cement & Cement Products | - | 2.72 |
| Consumer Durables | - | 2.55 |
| Realty | - | 1.33 |
| Chemicals & Petrochemicals | - | 1.17 |
| Automobiles | - | 4.5 |
| Personal Products | - | 0.83 |
| Finance | - | 4.17 |
| IT - Services | - | 0.48 |
| Diversified FMCG | - | 1.25 |
| Insurance | - | 1.37 |
| Transport Infrastructure | - | 1.56 |
| Agricultural Food & other Products | - | 1 |
| Diversified Metals | - | 0.61 |
| Power | - | 1.04 |
| Fertilizers & Agrochemicals | - | 0.47 |
| Aerospace & Defense | - | 1.16 |
| Industrial Products | - | 0.28 |
| Telecom - Services | - | 2.96 |
| Transport Services | - | 0.53 |
| Beverages | - | 1.21 |
| Ferrous Metals | - | 0.35 |
| Leisure Services | - | 0.42 |
| Textiles & Apparels | - | 0.18 |
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