Mahindra Manulife Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
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 | ₹1524 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 | 2.29% | 3.18% |
6 Month | -3.51% | 0.15% |
1 Year | 9.02% | 10.75% |
3 Year | 13.86% | 16.4% |
5 Year | 21.06% | 21.41% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.21% | 2.88% |
1 Year | -2.95% | 3.05% |
3 Year | 13.9% | 17.48% |
5 Year | 15.37% | 17.55% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.18% | 19.87% |
3 Year | 13.43% | 18.18% |
5 Year | 12.72% | 19.63% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.787% | 11.374% |
Sharp | 0.49% | 0.619% |
Beta | 1.055% | 1.145% |
Alpha | 0.867% | 2.234% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 30.4 | 26 |
Large Cap | 39.15 | 54.61 |
Small Cap | 8.75 | 9.74 |
Mid Cap | 21.7 | 9.64 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 29.46 | 24.71 |
Energy | 2.5 | 4.89 |
Technology | 13.72 | 6.27 |
Financial Services | 13.22 | 24.81 |
Consumer Defensive | 4.53 | 5.13 |
Industrials | 8.26 | 10.84 |
Healthcare | 6.91 | 4.55 |
Basic Materials | 9.31 | 4.93 |
Real Estate | 1.37 | - |
Utilities | 3.39 | 1.51 |
Consumer Cyclical | 3.22 | 9.79 |
Communication Services | 4.12 | 2.56 |
Top Comparisons
Tata Small Cap Fund Regular Growth
3Y Returns19.17%
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.37%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Fund-Growth
3Y Returns17.14%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns20.48%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns20.44%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.08%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns21.33%