SBI Equity Hybrid Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1876 Cr | ₹79008 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2019 | 20 Jan 2005 |
| 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% | 10% |
| Expense Ratio | 2.07 | 1.4 |
| Manager | Rahul Pal | Pradeep Kesavan |
| ISIN Code | INF174V01754 | INF200K01107 |
| 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 | SBI Equity Hybrid 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 | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 2.13% | 1.89% |
| 6 Month | 4.71% | 6.55% |
| 1 Year | 9.32% | 15.82% |
| 3 Year | 16.41% | 14.32% |
| 5 Year | 18.7% | 15.63% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.06% | 2.91% |
| 1 Year | 12.11% | 16.04% |
| 3 Year | 15.34% | 15.44% |
| 5 Year | 15.39% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.02% | 13.39% |
| 3 Year | 17.89% | 12.31% |
| 5 Year | 20.17% | 13.53% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 10.00% | 8.66% |
| Sharp | 0.95% | 0.9% |
| Beta | 1.12% | 1.03% |
| Alpha | 2.54% | 1.56% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Name | Rahul Pal | Pradeep Kesavan |
| Total AUM | ₹3032 Cr | ₹434274 Cr |
| Funds Managed | 7 | 43 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 29.54 | 33.27 |
| Large Cap | 58.65 | 45.66 |
| Mid Cap | 6.9 | 18.52 |
| Small Cap | 4.9 | 2.56 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 25.84 | 27.14 |
| Energy | 4.49 | 2.24 |
| Industrials | 6.41 | 9.7 |
| Technology | 8.45 | 3.83 |
| Consumer Cyclical | 10.13 | 7.4 |
| Financial Services | 25.42 | 21.94 |
| Healthcare | 3.86 | 3.65 |
| Consumer Defensive | 4.63 | 3.51 |
| Real Estate | 1.63 | 1.67 |
| Basic Materials | 4.83 | 9.97 |
| Utilities | 1.31 | 5.16 |
| Communication Services | 3.01 | 3.78 |
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