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) | ₹7413 Cr | ₹1705 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 | 2.99% | 3.11% |
6 Month | 1.81% | 5.49% |
1 Year | 5.33% | 7.24% |
3 Year | 18.57% | 20.64% |
5 Year | 21.1% | 21.48% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.6% | 8.79% |
1 Year | 11.58% | 13.36% |
3 Year | 17.42% | 19.52% |
5 Year | 16.88% | 18.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.72% | 18.36% |
3 Year | 13.31% | 17.99% |
5 Year | 12.91% | 20.4% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.01% | 11.15% |
Sharp | 0.84% | 1.01% |
Beta | 1.08% | 1.13% |
Alpha | 1.00% | 2.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 26.18 | 27.1 |
Large Cap | 44.02 | 57.18 |
Small Cap | 8.32 | 7.07 |
Mid Cap | 21.48 | 8.65 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 24.88 | 23.72 |
Energy | 2.6 | 4.74 |
Technology | 10.62 | 7.04 |
Financial Services | 16.18 | 27.14 |
Consumer Cyclical | 7.42 | 9.05 |
Consumer Defensive | 4.04 | 5.3 |
Healthcare | 6.95 | 4.29 |
Real Estate | 1.43 | 1.22 |
Utilities | 2.62 | 1.45 |
Basic Materials | 7.9 | 4.32 |
Industrials | 10.83 | 8.39 |
Communication Services | 4.53 | 3.33 |
Top Comparisons
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.79%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.41%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns26.75%
Quant Infrastructure Fund - Growth Option
3Y Returns25.49%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns17.67%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns24.71%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.77%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.84%