DSP Equity & Bond Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1837 Cr | ₹5691 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 22 Jul 2019 | 27 May 1999 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 70% | 48% |
Expense Ratio | 2.07 | 1.72 |
Manager | Rahul Pal | Kedar Karnik |
ISIN Code | INF174V01754 | INF740K01318 |
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 | DSP Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.69% | 2% |
6 Month | 12.87% | 10.23% |
1 Year | 1.73% | 2.29% |
3 Year | 16.23% | 15.08% |
5 Year | 20.04% | 17.33% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.48% | 1.73% |
1 Year | 11.92% | 8.65% |
3 Year | 16.57% | 15.63% |
5 Year | 16.26% | 14.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 17.37% | 13.43% |
3 Year | 18.13% | 14.36% |
5 Year | 20.88% | 14.44% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.30% | 10.24% |
Sharp | 0.86% | 0.92% |
Beta | 1.13% | 0.12% |
Alpha | 3.25% | 7.91% |
Fund Managers
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Rahul Pal | Kedar Karnik |
Total AUM | ₹3032 Cr | ₹32997 Cr |
Funds Managed | 7 | 11 |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 27.65 | 36.22 |
Large Cap | 58.31 | 47.25 |
Mid Cap | 7.77 | 7.52 |
Small Cap | 6.27 | 9.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 24.19 | 33.08 |
Energy | 4.09 | 0.9 |
Industrials | 7.82 | 0.84 |
Technology | 8.01 | 4.42 |
Consumer Cyclical | 9.12 | 9.94 |
Healthcare | 4.52 | 9.5 |
Consumer Defensive | 6.11 | 5.46 |
Financial Services | 25.62 | 28.51 |
Real Estate | 1.21 | - |
Basic Materials | 4.73 | 2.96 |
Utilities | 1.53 | 3.36 |
Communication Services | 3.05 | 1.04 |
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