Aditya Birla Sun Life Equity Hybrid 95 Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹549 Cr ₹7688 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jun 2018 10 Feb 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 146% 85%
Expense Ratio 2.39 1.85
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K011Q3 INF209K01BT5
Exits Load Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month 4.2% 1.28%
6 Month 7.99% 2.05%
1 Year 27.36% 16.7%
3 Year 16.43% 11.79%
5 Year 15.45% 13.84%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month - -
1 Year 24.01% 10.87%
3 Year 23.73% 15.91%
5 Year 19.67% 15.94%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 12% 16.32%
3 Year 13.45% 16.42%
5 Year 12.92% 16.49%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 9.53% 9.21%
Sharp 0.91% 0.55%
Beta 0.99% 1.01%
Alpha 2.73% 1.21%

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Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Fund Manage 19 55
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 32.88 21.41
Large Cap 35.74 55.4
Small Cap 12.37 14.47
Mid Cap 19.01 8.86

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 32.88 21.41
Telecom - Services 2.25 3.04
IT - Software 5.24 8.15
Retailing 7 1.8
Banks 9.36 16.22
Realty 1.89 1.23
Paper, Forest & Jute Products 1.51 -
Aerospace & Defense 2.86 1.36
Cement & Cement Products 1.92 2.1
Automobiles 4.21 4.06
Capital Markets 1.23 -
Finance 4.11 3.68
Insurance 0.95 0.86
Electrical Equipment 2.21 2.19
Beverages 0.76 1.22
Ferrous Metals 0.64 0.29
Agricultural, Commercial & Construction Vehicles 0.83 -
Consumer Durables 2.88 3.49
Pharmaceuticals & Biotechnology 2.81 4.86
Auto Components 3.65 2.86
Financial Technology (Fintech) 0.99 -
Healthcare Services 0.81 1.42
Food Products 0.81 -
Industrial Products 1.45 0.44
Fertilizers & Agrochemicals 0.95 0.48
Transport Services 0.98 0.5
Industrial Manufacturing 2.67 1.47
Power 2.15 1.07
Petroleum Products - 3.52
Construction - 3.64
Diversified FMCG - 1.61
Non - Ferrous Metals - 0.89
Chemicals & Petrochemicals - 1.7
Personal Products - 0.88
IT - Services - 0.74
Transport Infrastructure - 1.59
Agricultural Food & other Products - 0.85
Leisure Services - 0.29
Textiles & Apparels - 0.23

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