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Tata Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare

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tortoise-icon Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1524 Cr ₹3997 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Jul 2019 05 Jan 1996
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% 4.76%
Expense Ratio 2.07 1.92
Manager Rahul Pal Murthy Nagarajan
ISIN Code INF174V01754 INF277K01303
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 Tata Hybrid Equity 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 5.26% 4.49%
6 Month 5.53% 2.02%
1 Year 14.52% 7.46%
3 Year 20.08% 15.38%
5 Year 23.06% 19.46%

SIP Return Analysis

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 6.26% 4.14%
1 Year 9.46% 3.35%
3 Year 18.97% 12.36%
5 Year 18.16% 13.36%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 19.87% 11.66%
3 Year 18.18% 13.65%
5 Year 19.63% 13.89%

Risk Management

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 11.374% 9.21%
Sharp 0.619% 0.6%
Beta 1.145% 1.09%
Alpha 2.234% -0.13%

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Fund Managers

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Rahul Pal Murthy Nagarajan
Total AUM ₹3032 Cr ₹18015 Cr
Funds Managed 7 11
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 26 26.52
Large Cap 54.61 57.95
Small Cap 9.74 7.73
Mid Cap 9.64 7.8

Sector Allocation

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 24.71 26.52
Energy 4.89 -
Technology 6.27 -
Industrials 10.84 -
Consumer Cyclical 9.79 -
Healthcare 4.55 -
Consumer Defensive 5.13 -
Financial Services 24.81 -
Basic Materials 4.93 -
Utilities 1.51 -
Communication Services 2.56 -
Petroleum Products - 5.7
IT - Software - 5.14
Personal Products - 0.9
Construction - 4.47
Diversified FMCG - 3.11
Banks - 20.96
Pharmaceuticals & Biotechnology - 4.52
Realty - 1.36
Automobiles - 4.48
Telecom - Services - 5.22
Beverages - 2.32
Industrial Products - 1.36
Gas - 0.74
Transport Services - 0.37
Auto Components - 0.77
Finance - 2.63
Cement & Cement Products - 2.51
Transport Infrastructure - 1.53
Fertilizers & Agrochemicals - 1.95
Power - 1.71
Insurance - 0.87
Retailing - 0.86

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