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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 | ₹2108 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 | -0.88% | -0.94% |
| 6 Month | 0.58% | 1.06% |
| 1 Year | 6.84% | 9.32% |
| 3 Year | 14.49% | 16.47% |
| 5 Year | 14.23% | 15.56% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.33% | 0.88% |
| 1 Year | 7.49% | 8.15% |
| 3 Year | 11.43% | 13.04% |
| 5 Year | 12.57% | 14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.61% | 15.37% |
| 3 Year | 14.35% | 17.74% |
| 5 Year | 13.25% | 19.92% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.13% | 10.07% |
| Sharp | 0.87% | 1.07% |
| Beta | 1.38% | 1.15% |
| Alpha | 1.69% | 3.42% |
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 |
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