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) | ₹7808 Cr | ₹1798 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 | 1.95% | 1.67% |
6 Month | 6.43% | 8.09% |
1 Year | 3.88% | 4.97% |
3 Year | 17.86% | 19.69% |
5 Year | 20.6% | 20.86% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.84% | 6.7% |
1 Year | 9.68% | 10.78% |
3 Year | 16.08% | 17.92% |
5 Year | 15.99% | 17.38% |
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 | 10.76% | 10.81% |
Sharp | 1.06% | 1.24% |
Beta | 1.08% | 1.13% |
Alpha | 1.34% | 2.85% |
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 | 27.82 | 25.94 |
Large Cap | 41.48 | 58.41 |
Small Cap | 8.35 | 6.82 |
Mid Cap | 22.35 | 8.83 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 24.38 | 22.41 |
Energy | 2.57 | 4.75 |
Technology | 10.82 | 7.75 |
Financial Services | 15.88 | 26.77 |
Consumer Cyclical | 7.69 | 9.66 |
Consumer Defensive | 3.73 | 5.65 |
Healthcare | 6.85 | 4.32 |
Real Estate | 1.51 | 1.19 |
Utilities | 2.3 | 1.42 |
Basic Materials | 7.73 | 4.49 |
Industrials | 11.89 | 8.06 |
Communication Services | 4.66 | 3.52 |
Top Comparisons
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns15.89%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns21.1%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns20.71%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns27.88%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.55%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.63%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns19.03%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns18.63%