Tata Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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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