Mahindra Manulife Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
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) | ₹1876 Cr | ₹24081 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 | 0.33% | 0.8% |
6 Month | 7.49% | 6.2% |
1 Year | 4.73% | 4.07% |
3 Year | 17.53% | 13.3% |
5 Year | 19.82% | 17.31% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 1.91% | 1.27% |
1 Year | 11.75% | 9.4% |
3 Year | 15.85% | 11.14% |
5 Year | 15.84% | 12.44% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 16.73% | 10.1% |
3 Year | 17.99% | 11.92% |
5 Year | 20.55% | 11.75% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 10.06% | 8.50% |
Sharp | 0.97% | 0.73% |
Beta | 1.13% | 0.96% |
Alpha | 2.85% | 0.32% |
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 | 29.54 | 33.5 |
Large Cap | 58.65 | 48.48 |
Mid Cap | 6.9 | 1.68 |
Small Cap | 4.9 | 16.35 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 25.84 | 32.34 |
Energy | 4.49 | 5.75 |
Industrials | 6.41 | 9.87 |
Technology | 8.45 | 7.84 |
Consumer Cyclical | 10.13 | 5.44 |
Financial Services | 25.42 | 24.14 |
Healthcare | 3.86 | 3.75 |
Consumer Defensive | 4.63 | 5.74 |
Real Estate | 1.63 | 0.93 |
Basic Materials | 4.83 | 0.53 |
Utilities | 1.31 | 0.23 |
Communication Services | 3.01 | 3.43 |
Top Comparisons
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns27.58%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns37.69%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.92%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.03%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns17.26%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns15.16%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
3Y Returns12.25%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns14.44%