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) ₹6606 Cr ₹1465 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 1.56% 0.48%
6 Month 5.21% 3.75%
1 Year 23.25% 21.88%
3 Year 16.07% 16.24%
5 Year 18.07% 18.82%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 18.57% 14.05%
3 Year 20.2% 20.21%
5 Year 20.17% 20.15%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year 11.72% 19.63%
3 Year 12.54% 18.44%
5 Year 12.51% 21.04%

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 26.15 23.13
Large Cap 39.58 51.53
Small Cap 10.97 13.41
Mid Cap 22.74 11.93

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.15 21.99
Petroleum Products 1.96 4.79
IT - Software 13.69 8.57
Capital Markets 1.06 -
Personal Products 1.81 1.52
Construction 3.33 3.7
Finance 5.7 2.53
Diversified FMCG 0.6 2.78
Banks 6.91 17.38
Pharmaceuticals & Biotechnology 4.48 4.27
Healthcare Services 1.97 -
Cement & Cement Products 2.03 2.49
Realty 1.58 -
Automobiles 0.91 3.43
Gas 0.91 1.03
Electrical Equipment 2.09 1.46
Fertilizers & Agrochemicals 0.59 -
Industrial Products 3.16 1.52
Consumer Durables 2.57 2.5
Transport Services 0.78 -
Aerospace & Defense 0.67 -
Oil 0.79 0.98
Chemicals & Petrochemicals 3.62 1.08
Telecom - Services 3.61 1.76
Auto Components 3.17 2.61
Power 2.57 1.4
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 1.02
Beverages 1.32 -
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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