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Compare Mahindra Manulife Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.03 | 2.21 |
NAV | ₹27.00 | ₹118.98 |
Fund Started | 28 Jun 2019 | 12 Dec 1994 |
Fund Size | ₹1705.40 Cr | ₹822.48 Cr |
Exit Load | Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.03
2.21
NAV
₹27.00
₹118.98
Fund Started
28 Jun 2019
12 Dec 1994
Fund Size
₹1705.40 Cr
₹822.48 Cr
Exit Load
Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 7.46% | -2.40% |
3 Year | 20.89% | 25.10% |
5 Year | 21.32% | 26.65% |
1 Year
7.46%
-2.40%
3 Year
20.89%
25.10%
5 Year
21.32%
26.65%
Holding Analysis
Equity | 75.08% | 76.32% |
Cash | 4.01% | 2.03% |
Equity
75.08%
76.32%
Cash
4.01%
2.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.69% |
ICICI Bank Ltd. | 6.60% |
Reliance Industries Ltd. | 4.74% |
Infosys Ltd. | 3.10% |
Axis Bank Ltd. | 2.71% |
Bharti Airtel Ltd. | 2.61% |
Larsen & Toubro Ltd. | 2.58% |
Tata Consultancy Services Ltd. | 2.48% |
Bajaj Finserv Ltd. | 2.30% |
State Bank of India | 2.22% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 4.97% |
Larsen & Toubro Ltd. | 3.96% |
Bajaj Finance Ltd. | 3.85% |
HDFC Bank Ltd. | 3.78% |
Tech Mahindra Ltd. | 3.54% |
ICICI Bank Ltd. | 3.52% |
Multi Commodity Exchange Of India Ltd. | 3.21% |
Ujjivan Small Finance Bank Ltd. | 3.07% |
Waaree Energies Ltd. | 2.90% |
Hindustan Aeronautics Ltd. | 2.54% |
Fund Manager
Name | Fatema Pacha | Satish Ramanathan |
Start Date | 21 Dec 2020 | 01 Oct 2024 |
Name
Fatema Pacha
Satish Ramanathan
Start Date
21 Dec 2020
01 Oct 2024
About Fund
Description | The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 28 Jun 2019 | 12 Dec 1994 |
Description
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments.
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Launch Date
28 Jun 2019
12 Dec 1994