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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 ₹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 3.63% 1.23%
6 Month -2.53% 0.18%
1 Year 6.36% 8.47%
3 Year 18.05% 20.15%
5 Year 21.68% 21.85%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month 7.06% 6.29%
1 Year 6.53% 7.83%
3 Year 15.69% 17.58%
5 Year 15.92% 17.29%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year 11.72% 18.36%
3 Year 13.31% 17.99%
5 Year 12.91% 20.4%

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%

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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
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

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