SBI Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID 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 SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Fund SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹71585 Cr ₹549 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 20 Jan 2005 30 Jun 2018
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 10% 146%
Expense Ratio 1.4 2.39
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01107 INF205K011Q3
Exits Load SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month -1.82% -5.15%
6 Month -1.89% 1.38%
1 Year 11.86% 18.77%
3 Year 10.08% 13.65%
5 Year 13% 13.9%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month - -
1 Year 5.05% 11.01%
3 Year 12.95% 19.88%
5 Year 13.83% 17.45%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 13.9% 12%
3 Year 12.29% 13.45%
5 Year 13.37% 12.92%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 8.66% 9.53%
Sharp 0.42% 0.91%
Beta 0.96% 0.99%
Alpha 1.01% 2.73%

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Fund Managers

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr
Fund Manage 43 19
SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 26.21 32.88
Large Cap 51.15 35.74
Mid Cap 18.83 19.01
Small Cap 3.81 12.37

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 26.21 32.88
Petroleum Products 4.11 -
IT - Software 5.51 5.24
Construction 2.53 -
Healthcare Services 1.12 0.81
Retailing 3.33 7
Non - Ferrous Metals 2.4 -
Banks 15.55 9.36
Realty 0.8 1.89
Cement & Cement Products 2.77 1.92
Transport Infrastructure 1.74 -
Telecom - Services 6.44 2.25
Consumer Durables 0.27 2.88
Transport Services 4.19 0.98
Personal Products 0.97 -
Industrial Products 1.53 1.45
Leisure Services 0.82 -
Finance 5.68 4.11
Chemicals & Petrochemicals 3.75 -
Pharmaceuticals & Biotechnology 4.11 2.81
Beverages 0.8 0.76
Textiles & Apparels 0.77 -
Insurance 1.18 0.95
Auto Components 3.42 3.65
Paper, Forest & Jute Products - 1.51
Aerospace & Defense - 2.86
Automobiles - 4.21
Capital Markets - 1.23
Electrical Equipment - 2.21
Ferrous Metals - 0.64
Agricultural, Commercial & Construction Vehicles - 0.83
Financial Technology (Fintech) - 0.99
Food Products - 0.81
Fertilizers & Agrochemicals - 0.95
Industrial Manufacturing - 2.67
Power - 2.15

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