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) | ₹1970 Cr | ₹4156 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 | 2.13% | 2.5% |
| 6 Month | 4.71% | 4.89% |
| 1 Year | 9.32% | 5.89% |
| 3 Year | 16.41% | 11.47% |
| 5 Year | 18.7% | 14.68% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.06% | 2.78% |
| 1 Year | 12.11% | 10.89% |
| 3 Year | 15.34% | 10.56% |
| 5 Year | 15.39% | 11.42% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.02% | 12.95% |
| 3 Year | 17.89% | 14.62% |
| 5 Year | 20.17% | 15.38% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.00% | 9.21% |
| Sharp | 0.95% | 0.61% |
| Beta | 1.12% | 1.16% |
| Alpha | 2.54% | -1.3% |
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 | 29.54 | 29.22 |
| Large Cap | 58.65 | 52.27 |
| Mid Cap | 6.9 | 6.71 |
| Small Cap | 4.9 | 11.8 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 25.84 | 27.5 |
| Energy | 4.49 | 5.61 |
| Industrials | 6.41 | 7.33 |
| Technology | 8.45 | 4.66 |
| Consumer Cyclical | 10.13 | 8.44 |
| Financial Services | 25.42 | 18.81 |
| Healthcare | 3.86 | 4.18 |
| Consumer Defensive | 4.63 | 8.99 |
| Real Estate | 1.63 | 0.87 |
| Basic Materials | 4.83 | 6.4 |
| Utilities | 1.31 | 1.71 |
| Communication Services | 3.01 | 5.5 |
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