Mahindra Manulife Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Fund Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹1465 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Nov 2014 22 Jul 2019
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 38.8% 70%
Expense Ratio 1.77 2.07
Manager Harsha Upadhyaya Rahul Pal
ISIN Code INF174K01E92 INF174V01754
Exits Load Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Month -4.68% -3.45%
6 Month -2.82% -3.57%
1 Year 15.93% 14.99%
3 Year 13.85% 14.3%
5 Year 16.21% 17.21%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 7.17% 6.11%
3 Year 16.63% 17.68%
5 Year 17.94% 18.54%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year 11.72% 19.63%
3 Year 12.54% 18.44%
5 Year 12.51% 21.04%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Standard Deviation 8.13% 10.07%
Sharp 1.25% 1.1%
Beta 0.9% 1.11%
Alpha 5.28% 4.69%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Name Harsha Upadhyaya Rahul Pal
Total AUM ₹139411 Cr ₹3032 Cr
Fund Manage 11 7
Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.15 22.3
Large Cap 39.58 53.93
Small Cap 10.97 11.45
Mid Cap 22.74 12.32

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.15 22.3
Petroleum Products 1.96 4.82
IT - Software 13.69 7.22
Capital Markets 1.06 0.66
Personal Products 1.81 0.65
Construction 3.33 3.8
Finance 5.7 2.78
Diversified FMCG 0.6 3.19
Banks 6.91 19.12
Pharmaceuticals & Biotechnology 4.48 3.77
Healthcare Services 1.97 0.39
Cement & Cement Products 2.03 2.41
Realty 1.58 -
Automobiles 0.91 3.2
Gas 0.91 -
Electrical Equipment 2.09 1.24
Fertilizers & Agrochemicals 0.59 -
Industrial Products 3.16 0.5
Consumer Durables 2.57 3.68
Transport Services 0.78 0.52
Aerospace & Defense 0.67 0.53
Oil 0.79 -
Chemicals & Petrochemicals 3.62 1.91
Telecom - Services 3.61 2.6
Auto Components 3.17 1.97
Power 2.57 2.03
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 1.42
Beverages 1.32 -
Industrial Manufacturing - 1.71
Leisure Services - 1.01
Agricultural Food & other Products - 1.1
Non - Ferrous Metals - 0.89
Retailing - 3.3
Food Products - 0.45
Household Products - 0.68
Textiles & Apparels - 0.15

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