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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) ₹704 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 1.66% 3.03%
6 Month -0.16% 4.32%
1 Year 5.71% 5.1%
3 Year 20.25% 16.6%
5 Year 17.71% 18.17%

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 6.93% 8.48%
1 Year 9.5% 12.37%
3 Year 18.37% 15.51%
5 Year 16.21% 14.09%

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 11.25% 9.21%
Sharp 0.99% 0.76%
Beta 1.09% 1.07%
Alpha 2.72% -0.03%

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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 37.56 23.15
Large Cap 38.98 58.05
Small Cap 9.39 8.88
Mid Cap 14.06 9.91

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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

Others 35.01 20.26
Communication Services 2.77 -
Technology 7.24 -
Healthcare 3.71 -
Consumer Cyclical 11.8 -
Utilities 2.61 -
Real Estate 2.44 -
Financial Services 18.8 -
Basic Materials 3.68 -
Industrials 10.01 -
Consumer Defensive 1.93 -
Petroleum Products - 4.05
Electrical Equipment - 1.66
IT - Software - 7.05
Retailing - 2.3
Construction - 2.7
Diversified FMCG - 1.66
Non - Ferrous Metals - 1.05
Banks - 19.16
Pharmaceuticals & Biotechnology - 4.36
Industrial Manufacturing - 1.21
Healthcare Services - 1.14
Auto Components - 2.81
Cement & Cement Products - 2.26
Realty - 1.27
Consumer Durables - 2.83
Chemicals & Petrochemicals - 1.16
Automobiles - 3.89
Personal Products - 0.87
Finance - 4.53
IT - Services - 0.56
Insurance - 1.57
Transport Infrastructure - 1.47
Agricultural Food & other Products - 0.97
Diversified Metals - 0.56
Power - 0.97
Fertilizers & Agrochemicals - 0.44
Aerospace & Defense - 1.5
Industrial Products - 0.24
Telecom - Services - 2.93
Transport Services - 0.5
Ferrous Metals - 0.31
Leisure Services - 0.33
Beverages - 1.16
Textiles & Apparels - 0.26

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