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Kotak Equity Hybrid vs Mahindra Manulife Aggressive Hybrid Fund compare
Kotak Equity Hybrid - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹6606 Cr | ₹1524 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 22 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 | 1.77 | 2.07 |
| Manager | Harsha Upadhyaya | Rahul Pal |
| ISIN Code | INF174K01E92 | INF174V01754 |
| Exits Load | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.68% | -2.07% |
| 6 Month | -10.72% | -8.94% |
| 1 Year | 5.86% | 7.03% |
| 3 Year | 12.75% | 14.11% |
| 5 Year | 17.56% | 18.29% |
SIP Return Analysis
| Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.13% | -6.18% |
| 1 Year | -12.88% | -8.23% |
| 3 Year | 10.27% | 13.43% |
| 5 Year | 13.76% | 15.59% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.18% | 19.87% |
| 3 Year | 13.43% | 18.18% |
| 5 Year | 12.72% | 19.63% |
Risk Management
| Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.787% | 11.374% |
| Sharp | 0.49% | 0.619% |
| Beta | 1.055% | 1.145% |
| Alpha | 0.867% | 2.234% |
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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 | 30.39778 | 26.00472 |
| Large Cap | 39.14799 | 54.61396 |
| Small Cap | 8.75465 | 9.73823 |
| Mid Cap | 21.69959 | 9.64315 |
Sector Allocation
| Scheme Name |
Kotak Equity Hybrid - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.45522 | 24.70926 |
| Energy | 2.50217 | 4.88909 |
| Technology | 13.72469 | 6.27269 |
| Financial Services | 13.2205 | 24.81488 |
| Consumer Defensive | 4.52821 | 5.12906 |
| Industrials | 8.25894 | 10.83513 |
| Healthcare | 6.91049 | 4.54958 |
| Basic Materials | 9.30597 | 4.9341 |
| Real Estate | 1.36737 | - |
| Utilities | 3.38962 | 1.51251 |
| Consumer Cyclical | 3.22009 | 9.79205 |
| Communication Services | 4.11674 | 2.56171 |
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