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) | ₹1705 Cr | ₹4074 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 | 3.11% | 2.24% |
6 Month | 5.49% | 1.9% |
1 Year | 7.24% | 2.35% |
3 Year | 20.64% | 15.25% |
5 Year | 21.48% | 17.15% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 8.42% | 6.27% |
1 Year | 13.39% | 6.91% |
3 Year | 18.74% | 12.11% |
5 Year | 17.93% | 13.07% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 18.36% | 11.37% |
3 Year | 17.99% | 13.58% |
5 Year | 20.4% | 13.94% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.81% | 10.27% |
Sharp | 1.24% | 0.81% |
Beta | 1.13% | 1.08% |
Alpha | 2.85% | -1.82% |
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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 | 27.1 | 29.06 |
Large Cap | 57.18 | 56.26 |
Mid Cap | 8.65 | 6.38 |
Small Cap | 7.07 | 8.3 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 23.72 | 29.06 |
Energy | 4.74 | - |
Industrials | 8.39 | - |
Technology | 7.04 | - |
Healthcare | 4.29 | - |
Consumer Defensive | 5.3 | - |
Financial Services | 27.14 | - |
Real Estate | 1.22 | - |
Consumer Cyclical | 9.05 | - |
Basic Materials | 4.32 | - |
Utilities | 1.45 | - |
Communication Services | 3.33 | - |
Petroleum Products | - | 6.14 |
IT - Software | - | 4.85 |
Personal Products | - | 0.83 |
Construction | - | 4.61 |
Diversified FMCG | - | 3.1 |
Banks | - | 18.32 |
Pharmaceuticals & Biotechnology | - | 4.4 |
Automobiles | - | 3.92 |
Telecom - Services | - | 5.4 |
Beverages | - | 1.98 |
Industrial Products | - | 1.38 |
Realty | - | 0.91 |
Gas | - | 0.81 |
Transport Services | - | 0.36 |
Auto Components | - | 1.58 |
Cement & Cement Products | - | 2.37 |
Transport Infrastructure | - | 1.75 |
Finance | - | 2.51 |
Fertilizers & Agrochemicals | - | 2.1 |
Power | - | 1.64 |
Insurance | - | 0.95 |
Retailing | - | 1.03 |
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