Kotak Equity Hybrid vs Mahindra Manulife Aggressive Hybrid Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Fund Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6042 Cr ₹1274 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Nov 1999 19 Jul 2019
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 38.8% 70%
Expense Ratio 1.78 2.09
Manager Harsha Upadhyaya Rahul Pal
ISIN Code INF174K01E92 INF174V01754
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Month 1.28% 1.84%
6 Month 20.55% 19.88%
1 Year 33.82% 37.18%
3 Year 17.91% 18.34%
5 Year 20.58% 21.57%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 14.48% 15.01%
3 Year 31.88% 34.62%
5 Year 63.28% 67.25%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year 20.19% 20.96%
3 Year 49.37% 51.66%
5 Year 69.91% 73.16%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Standard Deviation 8.13% 10.07%
Sharp 1.25% 1.1%
Beta 0.9% 1.11%
Alpha 5.28% 4.69%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Name Harsha Upadhyaya Rahul Pal
Total AUM ₹139411 Cr ₹3032 Cr
Fund Manage 11 7
Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 25.22 23.13
Large Cap 42.49 51.53
Small Cap 11.1 13.41
Mid Cap 20.5 11.93

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 25.12 21.99
Petroleum Products 2.44 4.79
IT - Software 8.07 8.57
Capital Markets 0.63 -
Personal Products 1.77 1.52
Construction 3.99 3.7
Finance 6.56 2.53
Diversified FMCG 1.34 2.78
Banks 8.58 17.38
Pharmaceuticals & Biotechnology 4.09 4.27
Healthcare Services 1.36 -
Cement & Cement Products 1.67 2.49
Realty 1.8 -
Automobiles 2.53 3.43
Industrial Products 3.6 1.52
Gas 1.09 1.03
Electrical Equipment 0.88 1.46
Fertilizers & Agrochemicals 0.62 -
Consumer Durables 3.31 2.5
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Oil 1.56 0.98
Auto Components 6.39 2.61
Chemicals & Petrochemicals 2.15 1.08
Telecom - Services 3.06 1.76
Power 2.47 1.4
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 1.02
Beverages 1.27 -
Industrial Manufacturing - 2.63
Paper, Forest & Jute Products - 0.45
Agricultural Food & other Products - 0.78
Retailing - 4.52
Food Products - 1.4
Household Products - 0.58
Textiles & Apparels - 0.83

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