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Mahindra Manulife Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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