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) | ₹1798 Cr | ₹4131 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 | -1.44% | -0.38% |
6 Month | 8.39% | 5.53% |
1 Year | 2.81% | -0.47% |
3 Year | 17.5% | 13% |
5 Year | 20.53% | 16.41% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.26% | 3.4% |
1 Year | 7.93% | 3.41% |
3 Year | 17.15% | 11.03% |
5 Year | 16.99% | 12.4% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 18.36% | 11.37% |
3 Year | 17.99% | 13.58% |
5 Year | 20.4% | 13.94% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.81% | 9.21% |
Sharp | 1.24% | 0.9% |
Beta | 1.13% | 1.12% |
Alpha | 2.85% | -1.2% |
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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 | 25.94 | 28.88 |
Large Cap | 58.41 | 57.62 |
Mid Cap | 8.83 | 6.47 |
Small Cap | 6.82 | 7.03 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 22.41 | 28.88 |
Energy | 4.75 | 6.39 |
Industrials | 8.06 | 7.76 |
Technology | 7.75 | 4.84 |
Consumer Cyclical | 9.66 | 6.63 |
Healthcare | 4.32 | 4.23 |
Consumer Defensive | 5.65 | 6.39 |
Financial Services | 26.77 | 20.76 |
Real Estate | 1.19 | 0.91 |
Basic Materials | 4.49 | 5.03 |
Utilities | 1.42 | 2.46 |
Communication Services | 3.52 | 5.72 |
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