- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Hybrid vs Mahindra Manulife Aggressive Hybrid Fund compare
Kotak Aggressive Hybrid Fund - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8462 Cr | ₹2047 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 22 Jul 2019 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 38.8% | 70% |
| Expense Ratio | 1.77 | 2.07 |
| Manager | Harsha Upadhyaya | Rahul Pal |
| ISIN Code | INF174K01E92 | INF174V01754 |
| Exits Load | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.03% | -0.35% |
| 6 Month | 3.6% | 4.05% |
| 1 Year | 1.97% | 6.16% |
| 3 Year | 14.38% | 16.32% |
| 5 Year | 15.59% | 17.1% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.73% | 0.84% |
| 1 Year | 7.93% | 9.46% |
| 3 Year | 12.41% | 14.31% |
| 5 Year | 13.32% | 14.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.78% | 15.71% |
| 3 Year | 14.31% | 17.78% |
| 5 Year | 13.23% | 19.97% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.97% |
| Sharp | 0.82% | 0.89% |
| Beta | 1.37% | 1.12% |
| Alpha | 1.76% | 2.52% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rahul Pal |
| Total AUM | ₹139411 Cr | ₹3032 Cr |
| Funds Managed | 11 | 7 |
| Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.45 | 28.96 |
| Large Cap | 39.65 | 58.29 |
| Small Cap | 6.81 | 3.5 |
| Mid Cap | 23.09 | 9.24 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.16 | 23.23 |
| Communication Services | 3.26 | 3.68 |
| Energy | 1.93 | 4.73 |
| Technology | 10.01 | 9.2 |
| Financial Services | 22.32 | 27.24 |
| Consumer Cyclical | 7.66 | 10.64 |
| Healthcare | 6.89 | 4.18 |
| Real Estate | 1.45 | 1.53 |
| Consumer Defensive | 2.9 | 3.74 |
| Industrials | 11.12 | 7.3 |
| Basic Materials | 8.43 | 3.6 |
| Utilities | 0.88 | 0.94 |
Top Comparisons
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns14.91%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.47%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns11.69%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns21.37%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.23%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns15.29%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.63%
Quant Large Cap Fund Regular - Growth
3Y Returns13.76%
