Which fund has a lower expense ratio, SBI Equity Hybrid Fund - Regular Plan -Growth or Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth?

SBI Equity Hybrid Fund - Regular Plan -Growth has an expense ratio of 1.4% and Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth has 2.07%. SBI Equity Hybrid Fund - Regular Plan -Growth has a lower ratio, which means it can give better net returns.

SBI Equity Hybrid Fund vs Mahindra Manulife Aggressive Hybrid Fund compare

Compare Up to 4 FundsFree Analysis

SBI Equity Hybrid Fund - Regular Plan -Growth

Aggressivevery high Risk

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Aggressivevery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

13.32 %

Expense Ratio

1.4 %

The trade-off:

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Returns (5Y)

16.33 %

Expense Ratio

2.07 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Basic Overview

Current NAV

₹ 27.27

₹ 302.04

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Fund Size (AUM)

₹2108 Cr

₹82847 Cr

Expense Ratio

2.07%

1.40%

Launch Date

22 Jul 2019

20 Jan 2005

SIP Returns

1 Year Return

9.72%

10.26%

3 Year Return

13.19%

13.18%

5 Year Return

14.23%

12.56%

Since Inception

19.87%

13.55%

Trailing Returns

1 Month Return

-1.76%

-2.24%

3 Month Return

0.37%

0.30%

1 Year Return

8.79%

10.47%

3 Year Return

16.86%

14.48%

5 Year Return

16.33%

13.32%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

3.42

1.62

Beta

1.15

1.06

Sharpe Ratio

1.07

0.93

Standard Deviation

10.07

8.66

Investment & Taxes

Min SIP Amount

₹ 500

Min Lumpsum

₹ 1,000

Exit 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

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No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

SBI Equity Hybrid Fund - Regular Plan -Growth3 /100

More vulnerable during market declines.

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

SBI Equity Hybrid Fund - Regular Plan -Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth0.0%

SBI Equity Hybrid Fund - Regular Plan -Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growthslow

SBI Equity Hybrid Fund - Regular Plan -Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Equity Hybrid Fund - Regular Plan -Growth had a 5-year average annual growth rate of 13.32%, while Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth's was 16.33%. Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth is better for long-term growth.