HDFC Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1970 Cr | ₹24684 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Jul 2019 | 06 Apr 2005 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 70% | 15.22% |
| Expense Ratio | 2.07 | 1.68 |
| Manager | Rahul Pal | Dhruv Muchhal |
| ISIN Code | INF174V01754 | INF179K01AS4 |
| 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 | HDFC Hybrid Equity Fund - 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 | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.36% | 0.42% |
| 6 Month | 2.6% | 1.19% |
| 1 Year | 3.84% | 2.78% |
| 3 Year | 15.68% | 11.19% |
| 5 Year | 17.48% | 14.64% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.27% | 1.98% |
| 1 Year | 12.79% | 10.43% |
| 3 Year | 14.97% | 10.62% |
| 5 Year | 15.14% | 11.86% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.83% | 9.86% |
| 3 Year | 17.8% | 12.04% |
| 5 Year | 20.02% | 11.83% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 9.97% | 8.28% |
| Sharp | 0.89% | 0.59% |
| Beta | 1.12% | 0.94% |
| Alpha | 2.52% | -0.41% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Name | Rahul Pal | Dhruv Muchhal |
| Total AUM | ₹3032 Cr | ₹520687 Cr |
| Funds Managed | 7 | 40 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 30.46 | 32.67 |
| Large Cap | 58.39 | 50.39 |
| Mid Cap | 6.95 | 1.7 |
| Small Cap | 4.21 | 15.25 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 25.69 | 31.53 |
| Energy | 4.66 | 6.03 |
| Industrials | 6.7 | 9.02 |
| Technology | 8.66 | 7.72 |
| Consumer Cyclical | 10.08 | 5.93 |
| Financial Services | 25.52 | 24.52 |
| Healthcare | 4.27 | 4.22 |
| Consumer Defensive | 4.08 | 5.78 |
| Real Estate | 1.62 | 0.91 |
| Basic Materials | 4.02 | 0.71 |
| Communication Services | 3.58 | 3.4 |
| Utilities | 1.11 | 0.23 |
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