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) | ₹2047 Cr | ₹7614 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 | -0.69% | -0.95% |
| 6 Month | 0.65% | 1.02% |
| 1 Year | 7.01% | 6.38% |
| 3 Year | 16.54% | 14.15% |
| 5 Year | 16.74% | 12.82% |
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 | 1.91% | 2.11% |
| 1 Year | 10.65% | 11.3% |
| 3 Year | 14.27% | 12.27% |
| 5 Year | 14.86% | 11.85% |
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 | 15.71% | 14.5% |
| 3 Year | 17.78% | 14.3% |
| 5 Year | 19.97% | 14.75% |
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 | 9.97% | 9.21% |
| Sharp | 0.89% | 0.8% |
| Beta | 1.12% | 1.14% |
| Alpha | 2.52% | 1.19% |
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 | 28.96 | 28.3 |
| Large Cap | 58.29 | 55.73 |
| Mid Cap | 9.24 | 8.75 |
| Small Cap | 3.5 | 7.22 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 23.23 | 20.44 |
| Energy | 4.73 | 4.28 |
| Industrials | 7.3 | 7.65 |
| Technology | 9.2 | 7.63 |
| Consumer Cyclical | 10.64 | 11.68 |
| Financial Services | 27.24 | 26.25 |
| Consumer Defensive | 3.74 | 5.16 |
| Real Estate | 1.53 | 1.43 |
| Healthcare | 4.18 | 5.11 |
| Basic Materials | 3.6 | 5.82 |
| Communication Services | 3.68 | 3.2 |
| Utilities | 0.94 | 1.36 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.83%
Quant Focused Fund-Growth
3Y Returns13.05%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.97%
SBI Medium Duration Fund - Regular Plan - Growth
3Y Returns7.58%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.41%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.36%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.82%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.5%