Mahindra Manulife Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1876 Cr | ₹7368 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Jul 2019 | 10 Feb 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 70% | 85% |
| Expense Ratio | 2.07 | 1.86 |
| Manager | Rahul Pal | Dhaval Joshi |
| ISIN Code | INF174V01754 | INF209K01BT5 |
| Exits Load | 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 | Aditya Birla Sun Life Equity Hybrid 95 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 | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.18% | 4.08% |
| 6 Month | 7.2% | 8.68% |
| 1 Year | 7.88% | 6.64% |
| 3 Year | 17.14% | 14.05% |
| 5 Year | 19.72% | 15.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.18% | 2.61% |
| 1 Year | 12.15% | 12.74% |
| 3 Year | 16.04% | 13.77% |
| 5 Year | 15.94% | 12.66% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.73% | 15.6% |
| 3 Year | 17.99% | 15.9% |
| 5 Year | 20.55% | 16.47% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.06% | 9.21% |
| Sharp | 0.97% | 0.77% |
| Beta | 1.13% | 0.12% |
| Alpha | 2.85% | 6.58% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Rahul Pal | Dhaval Joshi |
| Total AUM | ₹3032 Cr | ₹361932 Cr |
| Funds Managed | 7 | 55 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 29.54 | 28.24 |
| Large Cap | 58.65 | 55.11 |
| Mid Cap | 6.9 | 9.06 |
| Small Cap | 4.9 | 7.59 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 25.84 | 21.2 |
| Energy | 4.49 | 3.85 |
| Industrials | 6.41 | 8.48 |
| Technology | 8.45 | 7.08 |
| Consumer Cyclical | 10.13 | 11.91 |
| Financial Services | 25.42 | 25.03 |
| Healthcare | 3.86 | 5.71 |
| Consumer Defensive | 4.63 | 5.2 |
| Real Estate | 1.63 | 1.59 |
| Basic Materials | 4.83 | 5.94 |
| Utilities | 1.31 | 1.04 |
| Communication Services | 3.01 | 2.96 |
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