Tata Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare

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

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1274 Cr ₹3917 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Jul 2019 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 70% 4.76%
Expense Ratio 2.09 1.93
Manager Rahul Pal Murthy Nagarajan
ISIN Code INF174V01754 INF277K01303
Exits Load Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 1.84% 3.73%
6 Month 19.88% 16.33%
1 Year 37.18% 26.16%
3 Year 18.34% 14.08%
5 Year 21.57% 16.67%

SIP Return Analysis

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 15.01% 11.33%
3 Year 34.62% 26.53%
5 Year 67.25% 51.49%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 20.96% 16.58%
3 Year 51.66% 41.09%
5 Year 73.16% 56.19%

Risk Management

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 10.07% 9.21%
Sharp 1.1% 0.77%
Beta 1.11% 1.02%
Alpha 4.69% 2.37%

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Fund Managers

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Rahul Pal Murthy Nagarajan
Total AUM ₹3032 Cr ₹18015 Cr
Fund Manage 7 11
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 23.13 25.51
Large Cap 51.53 55.94
Small Cap 13.41 7.29
Mid Cap 11.93 11.26

Sector Allocation

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 21.99 5.93
Automobiles 3.43 -
Petroleum Products 4.79 -
IT - Software 8.57 -
Industrial Manufacturing 2.63 -
Construction 3.7 7.14
Banks 17.38 -
Electrical Equipment 1.46 -
Paper, Forest & Jute Products 0.45 -
Agricultural Food & other Products 0.78 -
Finance 2.53 -
Telecom - Services 1.76 -
Industrial Products 1.52 -
Gas 1.03 -
Diversified FMCG 2.78 -
Consumer Durables 2.5 -
Retailing 4.52 -
Food Products 1.4 -
Power 1.4 -
Personal Products 1.52 -
Oil 0.98 -
Household Products 0.58 -
Auto Components 2.61 -
Pharmaceuticals & Biotechnology 4.27 -
Cement & Cement Products 2.49 -
Chemicals & Petrochemicals 1.08 -
Insurance 1.02 0.13
Textiles & Apparels 0.83 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Energy - 10.78
Technology - 6.06
Materials - 3.08
Financial - 29.11
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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