Mahindra Manulife Aggressive Hybrid Fund vs Kotak Equity Hybrid 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 | 5.42% | 6.01% |
6 Month | -6.84% | -2.27% |
1 Year | 10.56% | 12.67% |
3 Year | 12.56% | 14.72% |
5 Year | 21.47% | 21.98% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | -4.34% | -1.33% |
1 Year | -9.45% | -3.52% |
3 Year | 11.24% | 14.79% |
5 Year | 13.84% | 15.95% |
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 |
Funds Managed | 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 | 30.4 | 26 |
Large Cap | 39.15 | 54.61 |
Small Cap | 8.75 | 9.74 |
Mid Cap | 21.7 | 9.64 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 29.46 | 24.71 |
Energy | 2.5 | 4.89 |
Technology | 13.72 | 6.27 |
Financial Services | 13.22 | 24.81 |
Consumer Defensive | 4.53 | 5.13 |
Industrials | 8.26 | 10.84 |
Healthcare | 6.91 | 4.55 |
Basic Materials | 9.31 | 4.93 |
Real Estate | 1.37 | - |
Utilities | 3.39 | 1.51 |
Consumer Cyclical | 3.22 | 9.79 |
Communication Services | 4.12 | 2.56 |
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