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) | ₹2047 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 | -1.09% | -1.05% |
| 6 Month | 2.65% | 1.9% |
| 1 Year | 4.16% | 1.24% |
| 3 Year | 16.15% | 11.35% |
| 5 Year | 17% | 10.91% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 1.74% | 0.22% |
| 1 Year | 12.1% | 7.57% |
| 3 Year | 14.65% | 10.17% |
| 5 Year | 14.89% | 9.98% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 15.83% | 11.09% |
| 3 Year | 17.8% | 10.4% |
| 5 Year | 20.02% | 10.44% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.97% | 8.44% |
| Sharp | 0.89% | 0.59% |
| Beta | 1.12% | 0.88% |
| Alpha | 2.52% | - |
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 | 28.96 | 35.67 |
| Large Cap | 58.29 | 46.17 |
| Mid Cap | 9.24 | 10.44 |
| Small Cap | 3.5 | 7.72 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 23.23 | 32.72 |
| Energy | 4.73 | 5.48 |
| Industrials | 7.3 | 7.31 |
| Technology | 9.2 | 8.08 |
| Consumer Cyclical | 10.64 | 8.51 |
| Financial Services | 27.24 | 21.29 |
| Consumer Defensive | 3.74 | 3.6 |
| Real Estate | 1.53 | 0.7 |
| Healthcare | 4.18 | 5.14 |
| Basic Materials | 3.6 | 2.56 |
| Communication Services | 3.68 | 4.61 |
| Utilities | 0.94 | - |
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