PGIM India Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1876 Cr | ₹216 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2019 | 05 Feb 2004 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 70% | 62% |
| Expense Ratio | 2.07 | 2.33 |
| Manager | Rahul Pal | Puneet Pal |
| ISIN Code | INF174V01754 | INF663L01HC4 |
| 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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | 3.57% | 3.36% |
| 6 Month | 6.63% | 6.12% |
| 1 Year | 6.77% | 8.21% |
| 3 Year | 17.3% | 13.28% |
| 5 Year | 20% | 13.88% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 2.18% | 1.92% |
| 1 Year | 12.15% | 10.42% |
| 3 Year | 16.04% | 12.06% |
| 5 Year | 15.94% | 11.17% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 16.73% | 11.3% |
| 3 Year | 17.99% | 10.28% |
| 5 Year | 20.55% | 10.36% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.06% | 8.59% |
| Sharp | 0.97% | 0.70% |
| Beta | 1.13% | 0.90% |
| Alpha | 2.85% | 0.55% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Name | Rahul Pal | Puneet Pal |
| Total AUM | ₹3032 Cr | ₹20950 Cr |
| Funds Managed | 7 | 19 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 29.54 | 35.31 |
| Large Cap | 58.65 | 46.1 |
| Mid Cap | 6.9 | 10.8 |
| Small Cap | 4.9 | 7.79 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 25.84 | 33.44 |
| Energy | 4.49 | 4.99 |
| Industrials | 6.41 | 7.95 |
| Technology | 8.45 | 7.07 |
| Consumer Cyclical | 10.13 | 8.71 |
| Financial Services | 25.42 | 21.11 |
| Healthcare | 3.86 | 5.29 |
| Consumer Defensive | 4.63 | 3.65 |
| Real Estate | 1.63 | 0.66 |
| Basic Materials | 4.83 | 2.82 |
| Utilities | 1.31 | - |
| Communication Services | 3.01 | 4.31 |
Top Comparisons
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
3Y Returns6.18%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.44%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.5%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
HSBC Large Cap Fund - Regular Growth
3Y Returns15.16%