Mahindra Manulife Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2047 Cr | ₹4166 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2019 | 05 Jan 1996 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 70% | 4.76% |
| Expense Ratio | 2.07 | 1.92 |
| Manager | Rahul Pal | Murthy Nagarajan |
| ISIN Code | INF174V01754 | INF277K01303 |
| Exits Load | 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 | Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.17% | 0.22% |
| 6 Month | 3.41% | 3.8% |
| 1 Year | 4.47% | 2.62% |
| 3 Year | 16.1% | 10.72% |
| 5 Year | 17.47% | 13.42% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.74% | 2.6% |
| 1 Year | 12.1% | 11.72% |
| 3 Year | 14.65% | 10.32% |
| 5 Year | 14.89% | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.83% | 12.9% |
| 3 Year | 17.8% | 14.6% |
| 5 Year | 20.02% | 15.33% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.97% | 9.69% |
| Sharp | 0.89% | 0.44% |
| Beta | 1.12% | 1.11% |
| Alpha | 2.52% | -2.03% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Pal | Murthy Nagarajan |
| Total AUM | ₹3032 Cr | ₹18015 Cr |
| Funds Managed | 7 | 11 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 30.46 | 27.05 |
| Large Cap | 58.39 | 54.4 |
| Mid Cap | 6.95 | 6.93 |
| Small Cap | 4.21 | 11.61 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 25.69 | 25.46 |
| Energy | 4.66 | 5.79 |
| Industrials | 6.7 | 7.59 |
| Technology | 8.66 | 6.06 |
| Consumer Cyclical | 10.08 | 8.13 |
| Financial Services | 25.52 | 19.18 |
| Healthcare | 4.27 | 4.19 |
| Consumer Defensive | 4.08 | 8.97 |
| Real Estate | 1.62 | 0.78 |
| Basic Materials | 4.02 | 6.2 |
| Communication Services | 3.58 | 5.87 |
| Utilities | 1.11 | 1.78 |
Top Comparisons
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns12.94%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.25%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.73%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns22.06%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.41%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.16%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.08%