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) | ₹1837 Cr | ₹77256 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 | 2.27% | 1.26% |
6 Month | 13.23% | 12.32% |
1 Year | 1.68% | 5.91% |
3 Year | 16.34% | 13.01% |
5 Year | 19.62% | 16.33% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 3.48% | 2.65% |
1 Year | 11.92% | 13.64% |
3 Year | 16.57% | 14.93% |
5 Year | 16.26% | 13.59% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 17.37% | 13.63% |
3 Year | 18.13% | 12.25% |
5 Year | 20.88% | 13.46% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 10.30% | 8.66% |
Sharp | 0.86% | 0.78% |
Beta | 1.13% | 0.07% |
Alpha | 3.25% | 6.39% |
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 | 27.65 | 29.78 |
Large Cap | 58.31 | 47.71 |
Mid Cap | 7.77 | 19.91 |
Small Cap | 6.27 | 2.6 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 24.19 | 25.25 |
Energy | 4.09 | 2.32 |
Industrials | 7.82 | 9.9 |
Technology | 8.01 | 4.47 |
Consumer Cyclical | 9.12 | 7.63 |
Healthcare | 4.52 | 4.26 |
Consumer Defensive | 6.11 | 3.54 |
Financial Services | 25.62 | 24.53 |
Real Estate | 1.21 | 1.67 |
Basic Materials | 4.73 | 10.23 |
Utilities | 1.53 | 1.23 |
Communication Services | 3.05 | 4.98 |
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