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) | ₹7864 Cr | ₹1811 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 | 0.36% | - |
6 Month | 11.88% | 10.69% |
1 Year | 3.37% | 3.46% |
3 Year | 15.13% | 16.5% |
5 Year | 19.51% | 19.98% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.04% | 2.53% |
1 Year | 8.22% | 6.24% |
3 Year | 14.86% | 15.61% |
5 Year | 15.06% | 15.89% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.41% | 17.37% |
3 Year | 13.62% | 18.13% |
5 Year | 13.05% | 20.88% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.48% | 10.28% |
Sharp | 0.87% | 0.99% |
Beta | 1.10% | 1.12% |
Alpha | 1.92% | 2.82% |
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 | 31 | 27.65 |
Large Cap | 38.92 | 58.31 |
Small Cap | 7.52 | 6.27 |
Mid Cap | 22.56 | 7.77 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 26.64 | 24.19 |
Communication Services | 3 | 3.05 |
Energy | 2.51 | 4.09 |
Technology | 9.99 | 8.01 |
Financial Services | 16.22 | 25.62 |
Consumer Cyclical | 8.45 | 9.12 |
Consumer Defensive | 3.13 | 6.11 |
Healthcare | 7.16 | 4.52 |
Real Estate | 1.44 | 1.21 |
Industrials | 11.11 | 7.82 |
Basic Materials | 8.08 | 4.73 |
Utilities | 2.28 | 1.53 |
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