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) ₹71501 Cr ₹489 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Dec 1995 15 Jun 2018
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 10% 146%
Expense Ratio 1.4 2.41
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01107 INF205K011Q3
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month 4.94% 2.69%
6 Month 16.62% 18.93%
1 Year 25.15% 39.04%
3 Year 12.47% 16.51%
5 Year 16.13% 16.66%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month - -
1 Year 11.94% 16.76%
3 Year 25.31% 34.55%
5 Year 48.06% 55.37%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 15.69% 16.39%
3 Year 37.37% 41.98%
5 Year 51.97% 61.68%

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 0.65% 0.91%
Beta 0.94% 0.99%
Alpha 1.2% 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 27.68 31.86
Large Cap 51.52 45.37
Mid Cap 18.84 12.8
Small Cap 1.96 9.97

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 0.16 1.5
Petroleum Products 6.08 -
IT - Software 4.01 -
Construction 2.36 1.19
Healthcare Services 1 -
Non - Ferrous Metals 2.29 -
Banks 16.67 -
Realty 0.71 -
Financial 1.19 25.43
Cement & Cement Products 3 -
Transport Infrastructure 1.63 -
Telecom - Services 5.99 -
Capital Markets 0.52 -
Consumer Durables 0.3 -
Transport Services 4.55 -
Communication 0.48 1.47
Personal Products 0.99 -
Retailing 3.02 -
Industrial Products 1.83 -
Leisure Services 0.87 -
Finance 5.59 -
Chemicals & Petrochemicals 4.07 -
Pharmaceuticals & Biotechnology 3.37 -
Beverages 0.82 -
Energy 0.91 4.49
Textiles & Apparels 0.74 -
Insurance 1.21 -
Auto Components 3.31 -
Sovereign - 20.8
Technology - 4.58
Metals & Mining - 1.51
Healthcare - 5.04
Consumer Staples - 2.49
Capital Goods - 8.25
Chemicals - 1.09
Automobile - 8.44
Services - 9.88
Materials - 1.83
Consumer Discretionary - 1.7
Textiles - 0.31

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