Tata Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2047 Cr | ₹4166 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 Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.69% | -0.11% |
| 6 Month | 0.65% | 2.25% |
| 1 Year | 7.01% | 5.05% |
| 3 Year | 16.54% | 11.36% |
| 5 Year | 16.74% | 13.1% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.91% | 3.11% |
| 1 Year | 10.65% | 11.62% |
| 3 Year | 14.27% | 10.39% |
| 5 Year | 14.86% | 11.35% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.71% | 12.8% |
| 3 Year | 17.78% | 14.59% |
| 5 Year | 19.97% | 15.31% |
Risk Management
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.97% | 9.21% |
| Sharp | 0.89% | 0.53% |
| Beta | 1.12% | 1.16% |
| Alpha | 2.52% | -1.43% |
Fund Managers
| Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 28.96 | 29 |
| Large Cap | 58.29 | 55.84 |
| Mid Cap | 9.24 | 5.48 |
| Small Cap | 3.5 | 9.67 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 23.23 | 27.57 |
| Energy | 4.73 | 6.06 |
| Industrials | 7.3 | 8.03 |
| Technology | 9.2 | 6.29 |
| Consumer Cyclical | 10.64 | 7.6 |
| Financial Services | 27.24 | 19.36 |
| Consumer Defensive | 3.74 | 8.85 |
| Real Estate | 1.53 | 0.45 |
| Healthcare | 4.18 | 3.04 |
| Basic Materials | 3.6 | 5.76 |
| Communication Services | 3.68 | 5.95 |
| Utilities | 0.94 | 1.04 |
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