SBI Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
SBI Equity Hybrid Fund - Regular Plan -Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
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) | ₹71143 Cr | ₹596 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 | 2.37 |
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 | 5.45% | 5.01% |
6 Month | -1.49% | -6.9% |
1 Year | 10.24% | 10.4% |
3 Year | 10.9% | 13.98% |
5 Year | 19.67% | 19.87% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 1.78% | -4.62% |
1 Year | 4.61% | -3.49% |
3 Year | 14% | 16.27% |
5 Year | 14.01% | 15.17% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 14% | 12.34% |
3 Year | 12.23% | 13.64% |
5 Year | 13.38% | 13.46% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.66% | 11.275% |
Sharp | 0.4% | 0.598% |
Beta | 0.97% | 1.095% |
Alpha | 0.54% | 2.142% |
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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 |
Funds Managed | 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 | 28.96 | 34.01 |
Large Cap | 48.61 | 33.49 |
Mid Cap | 19.53 | 20.87 |
Small Cap | 2.9 | 11.63 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 28.96 | 32.65 |
Energy | 3.15 | - |
Industrials | 9.54 | 11.01 |
Technology | 6.28 | 9.64 |
Consumer Cyclical | 5.68 | 12.6 |
Healthcare | 4.88 | 3.95 |
Basic Materials | 8.85 | 5.51 |
Financial Services | 22.54 | 14.65 |
Consumer Defensive | 3.89 | 1.63 |
Communication Services | 5.17 | 2.05 |
Utilities | 1.06 | 3.2 |
Real Estate | - | 3.13 |
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