Mahindra Manulife Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1524 Cr | ₹3997 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 Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.23% | 0.99% |
6 Month | 0.18% | -2.21% |
1 Year | 8.47% | 3.46% |
3 Year | 20.15% | 15.28% |
5 Year | 21.85% | 17.84% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 6.29% | 4.59% |
1 Year | 7.83% | 2.65% |
3 Year | 17.58% | 11.27% |
5 Year | 17.29% | 12.6% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.374% | 9.21% |
Sharp | 0.619% | 0.75% |
Beta | 1.145% | 1.09% |
Alpha | 2.234% | -0.22% |
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Fund Managers
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 26 | 26.65 |
Large Cap | 54.61 | 58.39 |
Small Cap | 9.74 | 7.6 |
Mid Cap | 9.64 | 7.36 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 24.71 | 26.65 |
Energy | 4.89 | - |
Technology | 6.27 | - |
Industrials | 10.84 | - |
Consumer Cyclical | 9.79 | - |
Healthcare | 4.55 | - |
Consumer Defensive | 5.13 | - |
Financial Services | 24.81 | - |
Basic Materials | 4.93 | - |
Utilities | 1.51 | - |
Communication Services | 2.56 | - |
Petroleum Products | - | 6.16 |
IT - Software | - | 4.82 |
Personal Products | - | 0.85 |
Construction | - | 4.25 |
Diversified FMCG | - | 3.17 |
Banks | - | 20.42 |
Pharmaceuticals & Biotechnology | - | 4.51 |
Automobiles | - | 3.82 |
Telecom - Services | - | 5.47 |
Beverages | - | 2.21 |
Industrial Products | - | 1.26 |
Realty | - | 0.74 |
Gas | - | 0.81 |
Transport Services | - | 0.39 |
Auto Components | - | 1.41 |
Finance | - | 3.44 |
Cement & Cement Products | - | 2.5 |
Transport Infrastructure | - | 1.51 |
Fertilizers & Agrochemicals | - | 2.03 |
Power | - | 1.75 |
Insurance | - | 0.93 |
Retailing | - | 0.9 |
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