INVESCO INDIA AGGRESSIVE HYBRID FUND vs Aditya Birla Sun Life Equity Hybrid 95 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 Risk | Very High Risk |
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 | -4.7% | -2.55% |
6 Month | -5.89% | -7.1% |
1 Year | 10.34% | 6.49% |
3 Year | 13.27% | 8.47% |
5 Year | 12.42% | 12.81% |
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 | -2.02% | -3.68% |
3 Year | 15.48% | 10.95% |
5 Year | 14.81% | 12.72% |
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 | 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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