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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 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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