Tata Hybrid Equity Fund vs Mahindra Manulife Aggressive Hybrid Fund compare
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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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