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Aditya Birla Sun Life Equity Hybrid 95 Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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 | ₹7465 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 |
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 | 2.3% | 1.98% |
| 6 Month | -3.05% | -0.79% |
| 1 Year | 8.3% | 5.57% |
| 3 Year | 19.98% | 15.81% |
| 5 Year | 18.18% | 18.73% |
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 | 6.07% | 6.36% |
| 1 Year | 6.85% | 6.88% |
| 3 Year | 18.16% | 14.28% |
| 5 Year | 16.02% | 13.41% |
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 | 12.22% | 16% |
| 3 Year | 13.76% | 16.05% |
| 5 Year | 13.68% | 16.41% |
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% | 9.7% |
| Sharp | 0.598% | 0.8% |
| Beta | 1.095% | 1.07% |
| Alpha | 2.142% | -0.94% |
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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 | 23.37 |
| Large Cap | 33.49 | 58.53 |
| Small Cap | 11.63 | 8.55 |
| Mid Cap | 20.87 | 9.49 |
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 | 20.46 |
| 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 | - | 4.33 |
| Electrical Equipment | - | 1.61 |
| IT - Software | - | 6.9 |
| Retailing | - | 2.36 |
| Construction | - | 2.16 |
| Diversified FMCG | - | 1.51 |
| Non - Ferrous Metals | - | 1.06 |
| Banks | - | 19.12 |
| Pharmaceuticals & Biotechnology | - | 4.56 |
| Industrial Manufacturing | - | 1.12 |
| Healthcare Services | - | 1.16 |
| Auto Components | - | 2.53 |
| Cement & Cement Products | - | 2.29 |
| Realty | - | 1.21 |
| Consumer Durables | - | 2.88 |
| Transport Infrastructure | - | 1.93 |
| Chemicals & Petrochemicals | - | 1.18 |
| Automobiles | - | 3.85 |
| Personal Products | - | 0.91 |
| Finance | - | 4.44 |
| IT - Services | - | 0.5 |
| Insurance | - | 1.56 |
| Agricultural Food & other Products | - | 1.04 |
| Diversified Metals | - | 0.55 |
| Power | - | 1.05 |
| Fertilizers & Agrochemicals | - | 0.45 |
| Aerospace & Defense | - | 1.29 |
| Industrial Products | - | 0.19 |
| Telecom - Services | - | 3.12 |
| Transport Services | - | 0.5 |
| Ferrous Metals | - | 0.3 |
| Leisure Services | - | 0.37 |
| Beverages | - | 1.22 |
| Textiles & Apparels | - | 0.23 |
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