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 -2.9% -2.4%
6 Month -2.64% -3.33%
1 Year 14.9% 10.27%
3 Year 13.62% 10.6%
5 Year 17.62% 13.48%

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 6.11% 2.12%
3 Year 17.68% 12.74%
5 Year 18.54% 14.55%

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% 0.56%
Beta 1.11% 1.01%
Alpha 4.69% 2.4%

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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 22.3 26.31
Large Cap 53.93 54.47
Small Cap 11.45 8.91
Mid Cap 12.32 10.31

Sector Allocation

Scheme Name

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 22.3 26.31
Petroleum Products 4.82 5.67
IT - Software 7.22 6.28
Industrial Manufacturing 1.71 -
Construction 3.8 4.55
Healthcare Services 0.39 1.33
Diversified FMCG 3.19 3.42
Banks 19.12 16.8
Electrical Equipment 1.24 -
Leisure Services 1.01 -
Pharmaceuticals & Biotechnology 3.77 4.41
Automobiles 3.2 2.11
Agricultural Food & other Products 1.1 -
Industrial Products 0.5 1.48
Non - Ferrous Metals 0.89 -
Aerospace & Defense 0.53 -
Consumer Durables 3.68 -
Retailing 3.3 2.42
Food Products 0.45 -
Power 2.03 2.9
Chemicals & Petrochemicals 1.91 -
Household Products 0.68 -
Personal Products 0.65 0.91
Telecom - Services 2.6 5.72
Auto Components 1.97 1.07
Cement & Cement Products 2.41 2.77
Finance 2.78 1.03
Transport Services 0.52 0.48
Insurance 1.42 0.87
Capital Markets 0.66 -
Textiles & Apparels 0.15 -
Realty - 1.8
Beverages - 2.45
Gas - 0.94
Transport Infrastructure - 1.86
Fertilizers & Agrochemicals - 2.42

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