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) | ₹1837 Cr | ₹7372 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 | 3.02% | 2.74% |
6 Month | 13.47% | 12.98% |
1 Year | 2.36% | 1.03% |
3 Year | 17.26% | 13.52% |
5 Year | 19.85% | 16.23% |
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 | 3.48% | 3.38% |
1 Year | 11.92% | 10.2% |
3 Year | 16.57% | 13.49% |
5 Year | 16.26% | 12.46% |
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 | 17.37% | 15.74% |
3 Year | 18.13% | 16.02% |
5 Year | 20.88% | 16.5% |
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 | 10.30% | 9.21% |
Sharp | 0.86% | 0.67% |
Beta | 1.13% | 0.09% |
Alpha | 3.25% | 5.89% |
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 | 28.24 | 28.7 |
Large Cap | 57.65 | 54.4 |
Mid Cap | 7.44 | 8.83 |
Small Cap | 6.67 | 8.07 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 24.89 | 21.26 |
Energy | 4.27 | 3.83 |
Industrials | 7.85 | 8.5 |
Technology | 8.06 | 7.33 |
Consumer Cyclical | 10.41 | 11.75 |
Healthcare | 4.11 | 5.88 |
Consumer Defensive | 6.61 | 4.9 |
Financial Services | 23.13 | 24.59 |
Real Estate | 1.18 | 1.51 |
Basic Materials | 4.96 | 5.9 |
Utilities | 1.42 | 1.58 |
Communication Services | 3.12 | 2.97 |
Top Comparisons
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns13.37%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns20.24%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.66%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.96%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns12.21%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.05%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns16.62%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.57%