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 Risk | Very High Risk |
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 | -2.2% | -3.45% |
6 Month | -7.48% | -8.56% |
1 Year | 9.83% | 3.36% |
3 Year | 13.98% | 10.4% |
5 Year | 16.67% | 12.88% |
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 | -2.08% | -7.18% |
3 Year | 14.96% | 9.42% |
5 Year | 16.91% | 12.59% |
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 | 11.111% | 9.21% |
Sharp | 0.69% | 0.45% |
Beta | 1.159% | 1.03% |
Alpha | 1.676% | 0.66% |
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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 | 23.6 | 26.31 |
Large Cap | 54.95 | 54.47 |
Small Cap | 10.73 | 8.91 |
Mid Cap | 10.72 | 10.31 |
Sector Allocation
Scheme Name |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 23.6 | 26.31 |
Petroleum Products | 4.53 | 5.67 |
IT - Software | 6.85 | 6.28 |
Industrial Manufacturing | 1.61 | - |
Construction | 3.77 | 4.55 |
Retailing | 2.3 | 2.42 |
Healthcare Services | 0.44 | 1.33 |
Diversified FMCG | 3.05 | 3.42 |
Banks | 19.46 | 16.8 |
Electrical Equipment | 1.22 | - |
Leisure Services | 1.16 | - |
Pharmaceuticals & Biotechnology | 4.27 | 4.41 |
Automobiles | 2.93 | 2.11 |
Agricultural Food & other Products | 0.98 | - |
Industrial Products | 0.46 | 1.48 |
Non - Ferrous Metals | 0.76 | - |
Aerospace & Defense | 0.73 | - |
Consumer Durables | 3.91 | - |
Food Products | 0.43 | - |
Power | 1.88 | 2.9 |
Chemicals & Petrochemicals | 1.69 | - |
Household Products | 0.65 | - |
Personal Products | 0.62 | 0.91 |
Telecom - Services | 2.5 | 5.72 |
Auto Components | 1.89 | 1.07 |
Cement & Cement Products | 2.46 | 2.77 |
Finance | 2.89 | 1.03 |
Transport Services | 0.81 | 0.48 |
Insurance | 1.31 | 0.87 |
Capital Markets | 0.66 | - |
Textiles & Apparels | 0.18 | - |
Realty | - | 1.8 |
Beverages | - | 2.45 |
Gas | - | 0.94 |
Transport Infrastructure | - | 1.86 |
Fertilizers & Agrochemicals | - | 2.42 |
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