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Mahindra Manulife Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8462 Cr | ₹2047 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 Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.43% | -0.56% |
| 6 Month | 2.07% | 2.65% |
| 1 Year | - | 3.66% |
| 3 Year | 14.36% | 16.26% |
| 5 Year | 15.62% | 17.12% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.3% | 1.74% |
| 1 Year | 10.78% | 12.1% |
| 3 Year | 12.88% | 14.65% |
| 5 Year | 13.41% | 14.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.83% | 15.83% |
| 3 Year | 14.35% | 17.8% |
| 5 Year | 13.21% | 20.02% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.97% |
| Sharp | 0.82% | 0.89% |
| Beta | 1.37% | 1.12% |
| Alpha | 1.76% | 2.52% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - 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 Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.5 | 30.46 |
| Large Cap | 41.18 | 58.39 |
| Small Cap | 6.8 | 4.21 |
| Mid Cap | 23.52 | 6.95 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.5 | 25.69 |
| Communication Services | 3.03 | 3.58 |
| Energy | 2.48 | 4.66 |
| Technology | 9.43 | 8.66 |
| Financial Services | 22.23 | 25.52 |
| Consumer Cyclical | 7.97 | 10.08 |
| Healthcare | 7.03 | 4.27 |
| Real Estate | 1.44 | 1.62 |
| Consumer Defensive | 2.95 | 4.08 |
| Industrials | 11.04 | 6.7 |
| Basic Materials | 8.75 | 4.02 |
| Utilities | 2.15 | 1.11 |
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