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) | ₹1876 Cr | ₹24081 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 | 1.25% | 1.59% |
| 6 Month | 5.72% | 4.65% |
| 1 Year | 6.5% | 6.08% |
| 3 Year | 17.3% | 13.18% |
| 5 Year | 19.61% | 17.03% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.18% | 1.43% |
| 1 Year | 12.15% | 9.53% |
| 3 Year | 16.04% | 11.28% |
| 5 Year | 15.94% | 12.51% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 16.73% | 10.1% |
| 3 Year | 17.99% | 11.92% |
| 5 Year | 20.55% | 11.75% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 10.06% | 8.50% |
| Sharp | 0.97% | 0.73% |
| Beta | 1.13% | 0.96% |
| Alpha | 2.85% | 0.32% |
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 | 29.54 | 33.5 |
| Large Cap | 58.65 | 48.48 |
| Mid Cap | 6.9 | 1.68 |
| Small Cap | 4.9 | 16.35 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 25.84 | 32.34 |
| Energy | 4.49 | 5.75 |
| Industrials | 6.41 | 9.87 |
| Technology | 8.45 | 7.84 |
| Consumer Cyclical | 10.13 | 5.44 |
| Financial Services | 25.42 | 24.14 |
| Healthcare | 3.86 | 3.75 |
| Consumer Defensive | 4.63 | 5.74 |
| Real Estate | 1.63 | 0.93 |
| Basic Materials | 4.83 | 0.53 |
| Utilities | 1.31 | 0.23 |
| Communication Services | 3.01 | 3.43 |
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