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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) | ₹7864 Cr | ₹1811 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 | 0.36% | - |
| 6 Month | 11.88% | 10.69% |
| 1 Year | 3.37% | 3.46% |
| 3 Year | 15.13% | 16.5% |
| 5 Year | 19.51% | 19.98% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.04% | 2.53% |
| 1 Year | 8.22% | 6.24% |
| 3 Year | 14.86% | 15.61% |
| 5 Year | 15.06% | 15.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.41% | 17.37% |
| 3 Year | 13.62% | 18.13% |
| 5 Year | 13.05% | 20.88% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.48% | 10.28% |
| Sharp | 0.87% | 0.99% |
| Beta | 1.10% | 1.12% |
| Alpha | 1.92% | 2.82% |
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 | 31 | 27.65 |
| Large Cap | 38.92 | 58.31 |
| Small Cap | 7.52 | 6.27 |
| Mid Cap | 22.56 | 7.77 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.64 | 24.19 |
| Communication Services | 3 | 3.05 |
| Energy | 2.51 | 4.09 |
| Technology | 9.99 | 8.01 |
| Financial Services | 16.22 | 25.62 |
| Consumer Cyclical | 8.45 | 9.12 |
| Consumer Defensive | 3.13 | 6.11 |
| Healthcare | 7.16 | 4.52 |
| Real Estate | 1.44 | 1.21 |
| Industrials | 11.11 | 7.82 |
| Basic Materials | 8.08 | 4.73 |
| Utilities | 2.28 | 1.53 |
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