INVESCO INDIA AGGRESSIVE HYBRID FUND vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1876 Cr | ₹787 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2019 | 30 Jun 2018 |
| 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% | 146% |
| Expense Ratio | 2.07 | 2.37 |
| Manager | Rahul Pal | Krishna Venkat Cheemalapati |
| ISIN Code | INF174V01754 | INF205K011Q3 |
| 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 | Invesco India Aggressive Hybrid 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.25% | 0.75% |
| 6 Month | 5.72% | 4.54% |
| 1 Year | 6.5% | 2.39% |
| 3 Year | 17.3% | 16.57% |
| 5 Year | 19.61% | 15.6% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 0.88% |
| 1 Year | 12.15% | 7.42% |
| 3 Year | 16.04% | 15.17% |
| 5 Year | 15.94% | 14.42% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.73% | 11.87% |
| 3 Year | 17.99% | 13.99% |
| 5 Year | 20.55% | 14.54% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.06% | 10.50% |
| Sharp | 0.97% | 0.86% |
| Beta | 1.13% | 1.13% |
| Alpha | 2.85% | 2.13% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Rahul Pal | Krishna Venkat Cheemalapati |
| Total AUM | ₹3032 Cr | ₹24743 Cr |
| Funds Managed | 7 | 19 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 29.54 | 38.6 |
| Large Cap | 58.65 | 38.91 |
| Mid Cap | 6.9 | 14.33 |
| Small Cap | 4.9 | 8.17 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 25.84 | 34.63 |
| Energy | 4.49 | - |
| Industrials | 6.41 | 10.33 |
| Technology | 8.45 | 8.46 |
| Consumer Cyclical | 10.13 | 11.74 |
| Financial Services | 25.42 | 19.49 |
| Healthcare | 3.86 | 3.38 |
| Consumer Defensive | 4.63 | 1.56 |
| Real Estate | 1.63 | 2.52 |
| Basic Materials | 4.83 | 3.38 |
| Utilities | 1.31 | 2.14 |
| Communication Services | 3.01 | 2.36 |
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