Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

SBI Focused Fund - Regular Plan -Growth SBI Focused Fund - Regular Plan -Growth

3Y Returns16.1%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns14.25%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.42%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns20.07%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns20.93%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns13.06%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns19.83%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns13.06%

Compare Now
Add to Cart Successfully