Mahindra Manulife Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1876 Cr | ₹6379 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2019 | 25 Mar 2000 |
| 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% | 27% |
| Expense Ratio | 2.07 | 1.89 |
| Manager | Rahul Pal | V Srivatsa |
| ISIN Code | INF174V01754 | INF789F01323 |
| 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 | UTI Aggressive Hybrid Fund - 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.11% | 2.51% |
| 6 Month | 5.95% | 4.83% |
| 1 Year | 6.28% | 3.77% |
| 3 Year | 16.63% | 16.22% |
| 5 Year | 19.86% | 20.11% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 1.51% |
| 1 Year | 12.15% | 8.54% |
| 3 Year | 16.04% | 14.36% |
| 5 Year | 15.94% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.73% | 13.28% |
| 3 Year | 17.99% | 12.78% |
| 5 Year | 20.55% | 11.88% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.06% | 9.01% |
| Sharp | 0.97% | 1.06% |
| Beta | 1.13% | 0.17% |
| Alpha | 2.85% | 8.99% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Rahul Pal | V Srivatsa |
| Total AUM | ₹3032 Cr | ₹7921 Cr |
| Funds Managed | 7 | 3 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.54 | 33.06 |
| Large Cap | 58.65 | 45.24 |
| Mid Cap | 6.9 | 11.32 |
| Small Cap | 4.9 | 10.37 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.84 | 28.29 |
| Energy | 4.49 | 5.47 |
| Industrials | 6.41 | 5.77 |
| Technology | 8.45 | 7.17 |
| Consumer Cyclical | 10.13 | 7.75 |
| Financial Services | 25.42 | 22.18 |
| Healthcare | 3.86 | 4.98 |
| Consumer Defensive | 4.63 | 4.76 |
| Real Estate | 1.63 | 2.96 |
| Basic Materials | 4.83 | 5.02 |
| Utilities | 1.31 | 1.59 |
| Communication Services | 3.01 | 4.05 |
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