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 | 0.07% | 2.13% |
6 Month | 7.11% | 9.1% |
1 Year | 4.67% | 10.19% |
3 Year | 17.69% | 14.97% |
5 Year | 19.84% | 17.09% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.91% | 3.41% |
1 Year | 11.75% | 17.37% |
3 Year | 15.85% | 15.96% |
5 Year | 15.84% | 14.14% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 16.73% | 13.54% |
3 Year | 17.99% | 12.29% |
5 Year | 20.55% | 13.49% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 10.06% | 8.66% |
Sharp | 0.97% | 0.85% |
Beta | 1.13% | 0.09% |
Alpha | 2.85% | 6.94% |
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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