Kotak Equity Hybrid vs Mahindra Manulife Aggressive Hybrid Fund compare

Kotak Equity Hybrid vs Mahindra Manulife Aggressive Hybrid Fund compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹8116 Cr	₹1876 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	1.6%	2.11%
6 Month	9.48%	5.95%
1 Year	5.78%	6.28%
3 Year	15.47%	16.63%
5 Year	18.9%	19.86%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month	1.51%	0.15%
1 Year	10.56%	7.5%
3 Year	13.6%	13.88%
5 Year	14.02%	14.67%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year	11.19%	16.73%
3 Year	13.94%	17.99%
5 Year	13.13%	20.55%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Standard Deviation	10.32%	10.00%
Sharp	0.82%	0.95%
Beta	1.11%	1.12%
Alpha	1.60%	2.54%

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	28.21	29.54
Large Cap	41.04	58.65
Small Cap	6.95	4.9
Mid Cap	23.8	6.9

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Others	22.79	25.84
Communication Services	2.85	3.01
Energy	2.43	4.49
Technology	8.45	8.45
Financial Services	21.18	25.42
Consumer Cyclical	8.46	10.13
Healthcare	7.06	3.86
Real Estate	1.37	1.63
Consumer Defensive	2.91	4.63
Industrials	11.04	6.41
Basic Materials	9.21	4.83
Utilities	2.25	1.31

Top Comparisons

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns14.19%

VS

HSBC Multi Asset Active FOF - Growth

3Y Returns15.24%

Compare Now

Invesco India Financial Services Fund - Retail Growth

3Y Returns20.43%

VS

DSP Banking & Financial Services Fund - Reg (G)

3Y Returns0%

Compare Now

HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns23.73%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.32%

VS

Tata ELSS Fund - Regular Plan - Growth Option

3Y Returns15.33%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully