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) ₹6509 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 1.77 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 -1.09% -1.14%
6 Month 8.41% 7.45%
1 Year 27.52% 28.13%
3 Year 14.68% 15.34%
5 Year 18.17% 19.05%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

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 26.45 23.13
Large Cap 40.68 51.53
Small Cap 10.92 13.41
Mid Cap 21.53 11.93

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.45 21.99
Petroleum Products 2.17 4.79
IT - Software 12.64 8.57
Capital Markets 0.87 -
Personal Products 1.98 1.52
Construction 3.36 3.7
Finance 5.82 2.53
Diversified FMCG 0.69 2.78
Banks 6.76 17.38
Pharmaceuticals & Biotechnology 4.51 4.27
Healthcare Services 1.91 -
Cement & Cement Products 2.12 2.49
Realty 1.58 -
Automobiles 1.02 3.43
Industrial Products 3.18 1.52
Gas 1.07 1.03
Electrical Equipment 1.17 1.46
Fertilizers & Agrochemicals 0.59 -
Consumer Durables 2.79 2.5
Transport Services 0.77 -
Aerospace & Defense 0.66 -
Oil 0.96 0.98
Chemicals & Petrochemicals 3.45 1.08
Auto Components 4.1 2.61
Telecom - Services 3.26 1.76
Power 2.74 1.4
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.16 1.02
Beverages 1.43 -
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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