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

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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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)	₹832 Cr	₹7614 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	1.86
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

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	-0.76%	0.3%
6 Month	0.01%	3.77%
1 Year	-2.65%	3.93%
3 Year	15.15%	13.66%
5 Year	13.77%	13.53%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-0.14%	2.36%
1 Year	5.82%	13.2%
3 Year	12.83%	12.77%
5 Year	13.06%	11.91%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	11.4%	14.52%
3 Year	14.18%	14.31%
5 Year	14.89%	14.76%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	10.48%	9.54%
Sharp	0.81%	0.71%
Beta	1.13%	1.09%
Alpha	2.06%	0.59%

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

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	39.22	28.19
Large Cap	38.6	55.44
Small Cap	7.83	7.69
Mid Cap	14.36	8.68

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	34.82	20.48
Communication Services	2.54	3.15
Technology	8.87	7.41
Healthcare	3.3	5.17
Consumer Cyclical	11.39	11.58
Utilities	2.12	1.43
Real Estate	3.1	1.55
Financial Services	19.35	25.67
Industrials	10.1	8.35
Basic Materials	2.81	5.97
Consumer Defensive	1.6	5.14
Energy	-	4.09