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) | ₹1970 Cr | ₹11910 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 | 2.13% | 1.57% |
| 6 Month | 4.71% | 2.21% |
| 1 Year | 9.32% | 7.34% |
| 3 Year | 16.41% | 15.81% |
| 5 Year | 18.7% | 15.48% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.06% | 1.07% |
| 1 Year | 12.11% | 8.5% |
| 3 Year | 15.34% | 14.26% |
| 5 Year | 15.39% | 13.57% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.02% | 14.75% |
| 3 Year | 17.89% | 14.95% |
| 5 Year | 20.17% | 14.57% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.00% | 10.24% |
| Sharp | 0.95% | 1.03% |
| Beta | 1.12% | 1.03% |
| Alpha | 2.54% | 3.12% |
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 | 29.54 | 33.7 |
| Large Cap | 58.65 | 50.24 |
| Mid Cap | 6.9 | 7.47 |
| Small Cap | 4.9 | 8.59 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.84 | 30.62 |
| Energy | 4.49 | 1.09 |
| Industrials | 6.41 | 0.79 |
| Technology | 8.45 | 5.2 |
| Consumer Cyclical | 10.13 | 9.07 |
| Financial Services | 25.42 | 30.28 |
| Healthcare | 3.86 | 9.31 |
| Consumer Defensive | 4.63 | 5.25 |
| Real Estate | 1.63 | - |
| Basic Materials | 4.83 | 2.87 |
| Utilities | 1.31 | 4.3 |
| Communication Services | 3.01 | 1.22 |
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