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) ₹1465 Cr ₹4137 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 1.58% 0.71%
6 Month 4.32% 2.14%
1 Year 21.33% 14.42%
3 Year 16.14% 12.87%
5 Year 18.86% 14.01%

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 14.05% 8.09%
3 Year 20.21% 14.79%
5 Year 20.15% 15.86%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 19.63% 11.52%
3 Year 18.44% 13.77%
5 Year 21.04% 13.84%

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% 0.68%
Beta 1.11% 1.01%
Alpha 4.69% 2.33%

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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 26.31
Large Cap 51.53 54.47
Small Cap 13.41 8.91
Mid Cap 11.93 10.31

Sector Allocation

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 21.99 26.31
Automobiles 3.43 2.11
Petroleum Products 4.79 5.67
IT - Software 8.57 6.28
Industrial Manufacturing 2.63 -
Construction 3.7 4.55
Banks 17.38 16.8
Electrical Equipment 1.46 -
Paper, Forest & Jute Products 0.45 -
Agricultural Food & other Products 0.78 -
Finance 2.53 1.03
Telecom - Services 1.76 5.72
Industrial Products 1.52 1.48
Gas 1.03 0.94
Diversified FMCG 2.78 3.42
Consumer Durables 2.5 -
Retailing 4.52 2.42
Food Products 1.4 -
Power 1.4 2.9
Personal Products 1.52 0.91
Oil 0.98 -
Household Products 0.58 -
Auto Components 2.61 1.07
Pharmaceuticals & Biotechnology 4.27 4.41
Cement & Cement Products 2.49 2.77
Chemicals & Petrochemicals 1.08 -
Insurance 1.02 0.87
Textiles & Apparels 0.83 -
Healthcare Services - 1.33
Realty - 1.8
Beverages - 2.45
Transport Services - 0.48
Transport Infrastructure - 1.86
Fertilizers & Agrochemicals - 2.42

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