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Aditya Birla Sun Life Equity Hybrid 95 Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 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 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 2.37% 2.73%
6 Month -2.49% -1.41%
1 Year 10.72% 8.05%
3 Year 15.8% 10.98%
5 Year 17.57% 17.99%

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 0.51% 1.48%
1 Year 0.03% -0.84%
3 Year 17.21% 13.02%
5 Year 15.53% 13.11%

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 11.275% 9.21%
Sharp 0.598% 0.2%
Beta 1.095% 1.1%
Alpha 2.142% -1.23%

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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
Funds Managed 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 34.01 25.08
Large Cap 33.49 56.45
Small Cap 11.63 9.32
Mid Cap 20.87 9.12

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 21.92
Communication Services 2.05 -
Technology 9.64 -
Healthcare 3.95 -
Financial Services 14.65 -
Consumer Cyclical 12.6 -
Utilities 3.2 -
Real Estate 3.13 -
Basic Materials 5.51 -
Industrials 11.01 -
Consumer Defensive 1.63 -
Petroleum Products - 3.72
Electrical Equipment - 1.59
IT - Software - 7.91
Retailing - 2.43
Construction - 2.97
Diversified FMCG - 1.48
Non - Ferrous Metals - 1.11
Banks - 16.91
Pharmaceuticals & Biotechnology - 4.46
Industrial Manufacturing - 1.13
Healthcare Services - 1.09
Auto Components - 2.71
Cement & Cement Products - 2.11
Realty - 1.26
Consumer Durables - 2.97
Chemicals & Petrochemicals - 1.62
Automobiles - 4.3
Personal Products - 0.77
Finance - 4.42
IT - Services - 0.57
Insurance - 1.23
Transport Infrastructure - 1.59
Agricultural Food & other Products - 0.91
Diversified Metals - 0.42
Power - 1.03
Fertilizers & Agrochemicals - 0.44
Aerospace & Defense - 1.07
Industrial Products - 0.21
Telecom - Services - 3.09
Transport Services - 0.54
Ferrous Metals - 0.24
Leisure Services - 0.42
Beverages - 1.1
Textiles & Apparels - 0.23

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