UTI Aggressive Hybrid Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1837 Cr | ₹6302 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Jul 2019 | 25 Mar 2000 |
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% | 27% |
Expense Ratio | 2.07 | 1.89 |
Manager | Rahul Pal | V Srivatsa |
ISIN Code | INF174V01754 | INF789F01323 |
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 | UTI Aggressive Hybrid Fund - 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.27% | 1.3% |
6 Month | 13.23% | 10.12% |
1 Year | 1.68% | -1% |
3 Year | 16.34% | 15.51% |
5 Year | 19.62% | 19.53% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.48% | 1.86% |
1 Year | 11.92% | 6.48% |
3 Year | 16.57% | 14.51% |
5 Year | 16.26% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 17.37% | 13.42% |
3 Year | 18.13% | 12.7% |
5 Year | 20.88% | 11.82% |
Risk Management
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.30% | 9.01% |
Sharp | 0.86% | 0.95% |
Beta | 1.13% | 0.13% |
Alpha | 3.25% | 8.31% |
Fund Managers
Scheme Name | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Rahul Pal | V Srivatsa |
Total AUM | ₹3032 Cr | ₹7921 Cr |
Funds Managed | 7 | 3 |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 27.65 | 34.61 |
Large Cap | 58.31 | 43 |
Mid Cap | 7.77 | 11.98 |
Small Cap | 6.27 | 10.41 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 24.19 | 30.99 |
Energy | 4.09 | 4.93 |
Industrials | 7.82 | 5.43 |
Technology | 8.01 | 6.89 |
Consumer Cyclical | 9.12 | 6.45 |
Healthcare | 4.52 | 4.94 |
Consumer Defensive | 6.11 | 4.54 |
Financial Services | 25.62 | 23.12 |
Real Estate | 1.21 | 1.74 |
Basic Materials | 4.73 | 4.75 |
Utilities | 1.53 | 1.64 |
Communication Services | 3.05 | 4.56 |
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