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) | ₹2047 Cr | ₹24704 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 | 0.65% | 0.14% |
| 6 Month | 3.36% | 2.08% |
| 1 Year | 7.8% | 5.81% |
| 3 Year | 17.44% | 12.85% |
| 5 Year | 17.05% | 14.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.84% | 0.45% |
| 1 Year | 9.46% | 7.16% |
| 3 Year | 14.31% | 9.93% |
| 5 Year | 14.89% | 11.56% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.71% | 9.81% |
| 3 Year | 17.78% | 12.01% |
| 5 Year | 19.97% | 11.85% |
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 | 28.96 | 31.99 |
| Large Cap | 58.29 | 51.62 |
| Mid Cap | 9.24 | 1.3 |
| Small Cap | 3.5 | 15.09 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 23.23 | 30.89 |
| Energy | 4.73 | 5.86 |
| Industrials | 7.3 | 8.68 |
| Technology | 9.2 | 8.09 |
| Consumer Cyclical | 10.64 | 6.23 |
| Financial Services | 27.24 | 25.18 |
| Consumer Defensive | 3.74 | 5.76 |
| Real Estate | 1.53 | 0.88 |
| Healthcare | 4.18 | 4.23 |
| Basic Materials | 3.6 | 1.19 |
| Communication Services | 3.68 | 2.79 |
| Utilities | 0.94 | 0.23 |
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