Mahindra Manulife Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

Mahindra Manulife Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

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Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

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HDFC Hybrid Equity Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
Fund	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1811 Cr	₹24511 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	22 Jul 2019	06 Apr 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	70%	15.22%
Expense Ratio	2.07	1.68
Manager	Rahul Pal	Dhruv Muchhal
ISIN Code	INF174V01754	INF179K01AS4
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	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-	-1.21%
6 Month	10.69%	8.34%
1 Year	3.46%	3.69%
3 Year	16.5%	12.85%
5 Year	19.98%	17.38%

SIP Return Analysis

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	2.53%	1.86%
1 Year	6.24%	4.94%
3 Year	15.61%	10.87%
5 Year	15.89%	12.59%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	17.37%	10.19%
3 Year	18.13%	11.86%
5 Year	20.88%	11.69%

Risk Management

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	10.28%	8.67%
Sharp	0.99%	0.83%
Beta	1.12%	0.95%
Alpha	2.82%	0.97%

Fund Managers

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
Name	Rahul Pal	Dhruv Muchhal
Total AUM	₹3032 Cr	₹520687 Cr
Funds Managed	7	40
	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan

Market Cap

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	27.65	32.85
Large Cap	58.31	48.84
Mid Cap	7.77	1.71
Small Cap	6.27	16.61

Sector Allocation

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	24.19	31.79
Energy	4.09	5.88
Industrials	7.82	9.82
Technology	8.01	7.82
Consumer Cyclical	9.12	4.34
Healthcare	4.52	3.99
Consumer Defensive	6.11	6.22
Financial Services	25.62	24.44
Real Estate	1.21	0.84
Basic Materials	4.73	0.67
Utilities	1.53	0.22
Communication Services	3.05	3.98

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