Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 2.3% 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% 9.21%
Sharp 0.598% 0.76%
Beta 1.095% 1.07%
Alpha 2.142% -0.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.8%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.79%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns17.51%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns15.61%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns10.33%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.06%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.68%

Compare Now
Add to Cart Successfully