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) | ₹2047 Cr | ₹12105 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 | -0.56% | -0.05% |
| 6 Month | 2.65% | 1.21% |
| 1 Year | 3.66% | 3.65% |
| 3 Year | 16.26% | 15.82% |
| 5 Year | 17.12% | 13.99% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.74% | 1.61% |
| 1 Year | 12.1% | 9.58% |
| 3 Year | 14.65% | 13.94% |
| 5 Year | 14.89% | 13.42% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.83% | 14.69% |
| 3 Year | 17.8% | 14.96% |
| 5 Year | 20.02% | 14.59% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.97% | 10.24% |
| Sharp | 0.89% | 1.01% |
| Beta | 1.12% | 1.05% |
| Alpha | 2.52% | 3.43% |
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 | 30.46 | 34.87 |
| Large Cap | 58.39 | 49.27 |
| Mid Cap | 6.95 | 7.55 |
| Small Cap | 4.21 | 8.32 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.69 | 31.61 |
| Energy | 4.66 | 1.28 |
| Industrials | 6.7 | 0.78 |
| Technology | 8.66 | 5.82 |
| Consumer Cyclical | 10.08 | 8.47 |
| Financial Services | 25.52 | 29.74 |
| Healthcare | 4.27 | 8.74 |
| Consumer Defensive | 4.08 | 5.32 |
| Real Estate | 1.62 | - |
| Basic Materials | 4.02 | 2.78 |
| Communication Services | 3.58 | 1.26 |
| Utilities | 1.11 | 4.2 |
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