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) | ₹2108 Cr | ₹6718 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 | -0.94% | -0.64% |
| 6 Month | 1.06% | 1.61% |
| 1 Year | 9.32% | 8.16% |
| 3 Year | 16.47% | 16.24% |
| 5 Year | 15.56% | 15.62% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.88% | 1.93% |
| 1 Year | 8.15% | 8.87% |
| 3 Year | 13.04% | 12.49% |
| 5 Year | 14% | 13.97% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.37% | 13.57% |
| 3 Year | 17.74% | 13.39% |
| 5 Year | 19.92% | 12.21% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.07% | 9.01% |
| Sharp | 1.07% | 1.13% |
| Beta | 1.15% | 1.1% |
| Alpha | 3.42% | 3.7% |
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 | 28.96 | 32.56 |
| Large Cap | 58.29 | 45.25 |
| Mid Cap | 9.24 | 11.84 |
| Small Cap | 3.5 | 10.35 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.23 | 27.04 |
| Energy | 4.73 | 6.16 |
| Industrials | 7.3 | 6.73 |
| Technology | 9.2 | 8.04 |
| Consumer Cyclical | 10.64 | 7.64 |
| Financial Services | 27.24 | 21.59 |
| Consumer Defensive | 3.74 | 5.07 |
| Real Estate | 1.53 | 2.71 |
| Healthcare | 4.18 | 4.25 |
| Basic Materials | 3.6 | 4.97 |
| Communication Services | 3.68 | 4.33 |
| Utilities | 0.94 | 1.46 |
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