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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) | ₹8116 Cr | ₹1876 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 | 1.6% | 2.11% |
| 6 Month | 9.48% | 5.95% |
| 1 Year | 5.78% | 6.28% |
| 3 Year | 15.47% | 16.63% |
| 5 Year | 18.9% | 19.86% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 0.15% |
| 1 Year | 10.56% | 7.5% |
| 3 Year | 13.6% | 13.88% |
| 5 Year | 14.02% | 14.67% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.19% | 16.73% |
| 3 Year | 13.94% | 17.99% |
| 5 Year | 13.13% | 20.55% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.34% | 10.06% |
| Sharp | 0.83% | 0.97% |
| Beta | 1.12% | 1.13% |
| Alpha | 1.73% | 2.85% |
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 | 28.21 | 29.54 |
| Large Cap | 41.04 | 58.65 |
| Small Cap | 6.95 | 4.9 |
| Mid Cap | 23.8 | 6.9 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 22.79 | 25.84 |
| Communication Services | 2.85 | 3.01 |
| Energy | 2.43 | 4.49 |
| Technology | 8.45 | 8.45 |
| Financial Services | 21.18 | 25.42 |
| Consumer Cyclical | 8.46 | 10.13 |
| Healthcare | 7.06 | 3.86 |
| Real Estate | 1.37 | 1.63 |
| Consumer Defensive | 2.91 | 4.63 |
| Industrials | 11.04 | 6.41 |
| Basic Materials | 9.21 | 4.83 |
| Utilities | 2.25 | 1.31 |
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