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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Mahindra Manulife Aggressive Hybrid Fund compare

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tortoise-icon Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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