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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) ₹1524 Cr ₹3997 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Jul 2019 05 Jan 1996
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 2.07 1.92
Manager Rahul Pal Murthy Nagarajan
ISIN Code INF174V01754 INF277K01303
Exits Load 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 Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 6.01% 5.14%
6 Month -2.27% -5.35%
1 Year 12.67% 6.37%
3 Year 14.72% 11.53%
5 Year 21.98% 18.38%

SIP Return Analysis

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month -1.33% -2.73%
1 Year -3.52% -7.97%
3 Year 14.79% 8.89%
5 Year 15.95% 11.54%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 19.87% 11.66%
3 Year 18.18% 13.65%
5 Year 19.63% 13.89%

Risk Management

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 11.374% 9.21%
Sharp 0.619% 0.39%
Beta 1.145% 1.08%
Alpha 2.234% 0.79%

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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
Funds Managed 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 26 25.02
Large Cap 54.61 58.6
Small Cap 9.74 7.7
Mid Cap 9.64 8.68

Sector Allocation

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 24.71 25.02
Energy 4.89 5.66
Technology 6.27 6.42
Industrials 10.84 7.51
Consumer Cyclical 9.79 7.56
Healthcare 4.55 5.33
Consumer Defensive 5.13 6.08
Financial Services 24.81 23.83
Basic Materials 4.93 4.14
Utilities 1.51 2.16
Communication Services 2.56 4.96
Real Estate - 1.34

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