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) | ₹2108 Cr | ₹82847 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 | -3.51% | -3.78% |
| 6 Month | -1.48% | -2% |
| 1 Year | 7.2% | 10.02% |
| 3 Year | 15.54% | 13.44% |
| 5 Year | 15.34% | 12.3% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -2.27% | -2.52% |
| 1 Year | 1.41% | 1.33% |
| 3 Year | 11.15% | 10.8% |
| 5 Year | 13.09% | 11.27% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.25% | 13.28% |
| 3 Year | 17.73% | 12.38% |
| 5 Year | 19.87% | 13.55% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 10.07% | 8.66% |
| Sharp | 1.07% | 0.93% |
| Beta | 1.15% | 1.06% |
| Alpha | 3.42% | 1.62% |
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 | 29.03 | 31.53 |
| Large Cap | 58.86 | 46.96 |
| Mid Cap | 9.12 | 19.65 |
| Small Cap | 2.99 | 1.85 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 23.83 | 24.68 |
| Energy | 5.46 | 2.46 |
| Industrials | 6.83 | 9.76 |
| Technology | 8.99 | 3.88 |
| Consumer Cyclical | 11.05 | 9.12 |
| Financial Services | 25.97 | 20.87 |
| Consumer Defensive | 4.31 | 2.96 |
| Real Estate | 1.34 | 1.03 |
| Healthcare | 4.48 | 4.34 |
| Basic Materials | 3.23 | 9.94 |
| Communication Services | 3.69 | 4.04 |
| Utilities | 0.81 | 6.91 |
Top Comparisons
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.82%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.3%
Franklin India Government Securities Fund - Growth
3Y Returns5.96%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.89%
Kotak Flexicap Fund - Growth
3Y Returns15.47%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.33%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.28%