Mahindra Manulife Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1837 Cr | ₹769 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Jul 2019 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 70% | 146% |
Expense Ratio | 2.07 | 2.37 |
Manager | Rahul Pal | Krishna Venkat Cheemalapati |
ISIN Code | INF174V01754 | INF205K011Q3 |
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 | Invesco India Aggressive Hybrid 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 2.74% | 1.93% |
6 Month | 13.75% | 12.39% |
1 Year | 2.02% | 0.27% |
3 Year | 17.17% | 16.39% |
5 Year | 19.63% | 15.88% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 3.48% | 2.27% |
1 Year | 11.92% | 6.63% |
3 Year | 16.57% | 15.82% |
5 Year | 16.26% | 14.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 17.37% | 12.01% |
3 Year | 18.13% | 13.91% |
5 Year | 20.88% | 14.1% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.30% | 10.61% |
Sharp | 0.86% | 0.80% |
Beta | 1.13% | 1.11% |
Alpha | 3.25% | 2.94% |
Fund Managers
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Rahul Pal | Krishna Venkat Cheemalapati |
Total AUM | ₹3032 Cr | ₹24743 Cr |
Funds Managed | 7 | 19 |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 27.65 | 38.91 |
Large Cap | 58.31 | 38.79 |
Mid Cap | 7.77 | 13.74 |
Small Cap | 6.27 | 8.55 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 24.19 | 34.85 |
Energy | 4.09 | - |
Industrials | 7.82 | 10.35 |
Technology | 8.01 | 7.78 |
Consumer Cyclical | 9.12 | 10.99 |
Healthcare | 4.52 | 3.6 |
Consumer Defensive | 6.11 | 1.94 |
Financial Services | 25.62 | 19.52 |
Real Estate | 1.21 | 2.15 |
Basic Materials | 4.73 | 3.74 |
Utilities | 1.53 | 2.44 |
Communication Services | 3.05 | 2.63 |
Top Comparisons
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns16.18%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns18.15%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.57%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.19%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns21.63%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns23.56%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%