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) ₹489 Cr ₹7844 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 15 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 2.41 1.84
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205K011Q3 INF209K01BT5
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./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 2.69% 3.77%
6 Month 18.93% 18.95%
1 Year 39.04% 27.84%
3 Year 16.51% 12.02%
5 Year 16.66% 16.44%

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 16.76% 13.36%
3 Year 34.55% 27.31%
5 Year 55.37% 50.92%

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 16.39% 16.78%
3 Year 41.98% 38.97%
5 Year 61.68% 55.69%

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% 0.62%
Beta 0.99% 1%
Alpha 2.73% 1.13%

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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 31.86 19.62
Large Cap 45.37 56.77
Small Cap 9.97 5.52
Mid Cap 12.8 7.73

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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

Others 1.5 3.05
Sovereign 20.8 5.79
Communication 1.47 2.88
Energy 4.49 5.17
Technology 4.58 6.52
Metals & Mining 1.51 1.55
Financial 25.43 29.36
Healthcare 5.04 4.6
Consumer Staples 2.49 5.01
Capital Goods 8.25 8.34
Chemicals 1.09 0.48
Automobile 8.44 6.33
Services 9.88 1.62
Construction 1.19 2.91
Materials 1.83 2.34
Consumer Discretionary 1.7 3.16
Textiles 0.31 -
Diversified - 0.53

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