Mahindra Manulife Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

Mahindra Manulife Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Invest Now

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

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)	₹1837 Cr	₹23996 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	2.74%	1.6%
6 Month	13.75%	11.18%
1 Year	2.02%	1.49%
3 Year	17.17%	12.64%
5 Year	19.63%	17.24%

SIP Return Analysis

Scheme Name	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	3.48%	1.63%
1 Year	11.92%	7.63%
3 Year	16.57%	11.06%
5 Year	16.26%	12.46%

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	10.30%	8.70%
Sharp	0.86%	0.60%
Beta	1.13%	0.96%
Alpha	3.25%	0.49%

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

Top Comparisons

Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns11.02%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.64%

Compare Now

SBI ELSS Tax Saver Fund - Regular Plan- Growth

3Y Returns24.07%

VS

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns18.3%

Compare Now

Sundaram Short Duration Fund Regular Growth

3Y Returns7.34%

VS

HSBC Short Duration Fund - Regular Growth

3Y Returns7.19%

Compare Now

Kotak Midcap Fund - Growth

3Y Returns21.5%

VS

SBI Midcap Fund - Regular Plan - Growth

3Y Returns14.79%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully