Edelweiss Aggressive Hybrid Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1876 Cr | ₹3161 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Jul 2019 | 12 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.07 | 1.95 |
| Manager | Rahul Pal | Dhawal Dalal |
| ISIN Code | INF174V01754 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - 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 | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.11% | 2.06% |
| 6 Month | 5.95% | 6.33% |
| 1 Year | 6.28% | 6.59% |
| 3 Year | 16.63% | 16.95% |
| 5 Year | 19.86% | 19.92% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.15% | 0.42% |
| 1 Year | 7.5% | 7.42% |
| 3 Year | 13.88% | 13.67% |
| 5 Year | 14.67% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.73% | 10.04% |
| 3 Year | 17.99% | 13.02% |
| 5 Year | 20.55% | 12.03% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.00% | 9.66% |
| Sharp | 0.95% | 1.01% |
| Beta | 1.12% | 1.08% |
| Alpha | 2.54% | 3.02% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Pal | Dhawal Dalal |
| Total AUM | ₹3032 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.54 | 30.22 |
| Large Cap | 58.65 | 48.14 |
| Mid Cap | 6.9 | 14.11 |
| Small Cap | 4.9 | 7.54 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.84 | 25.1 |
| Energy | 4.49 | 2.59 |
| Industrials | 6.41 | 6.48 |
| Technology | 8.45 | 7.77 |
| Consumer Cyclical | 10.13 | 8.63 |
| Financial Services | 25.42 | 23.33 |
| Healthcare | 3.86 | 9 |
| Consumer Defensive | 4.63 | 4.27 |
| Real Estate | 1.63 | 0.32 |
| Basic Materials | 4.83 | 5.79 |
| Utilities | 1.31 | 2.79 |
| Communication Services | 3.01 | 3.93 |
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