Aditya Birla Sun Life Equity Hybrid 95 Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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) | ₹596 Cr | ₹7313 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 | 2.37 | 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 | -5.78% | -4.26% |
6 Month | -7.39% | -8.53% |
1 Year | 8.37% | 4.6% |
3 Year | 15.85% | 10.41% |
5 Year | 13.83% | 14.26% |
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 | -8.34% | -6.83% |
1 Year | -8.09% | -9.43% |
3 Year | 14.16% | 9.81% |
5 Year | 14.03% | 11.79% |
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 | 12.34% | 16.33% |
3 Year | 13.64% | 16.28% |
5 Year | 13.46% | 16.39% |
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 | 10.637% | 9.21% |
Sharp | 0.736% | 0.38% |
Beta | 1.065% | 1.02% |
Alpha | 2.306% | 0.16% |
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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 | 34.00903 | 24.75891 |
Large Cap | 33.49178 | 55.81041 |
Small Cap | 11.6321 | 9.97735 |
Mid Cap | 20.86709 | 9.45336 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 32.65 | 21.35738 |
Communication Services | 2.04525 | 3.1003 |
Technology | 9.6388 | 9.07526 |
Healthcare | 3.94894 | 5.67669 |
Financial Services | 14.65199 | 21.43423 |
Consumer Cyclical | 12.59605 | 12.15979 |
Utilities | 3.20297 | 1.00399 |
Real Estate | 3.1255 | 1.21235 |
Basic Materials | 5.50909 | 5.14326 |
Industrials | 11.00585 | 10.92015 |
Consumer Defensive | 1.62556 | 5.23374 |
Energy | - | 3.68289 |
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