INVESCO INDIA AGGRESSIVE HYBRID FUND vs Aditya Birla Sun Life Equity Hybrid 95 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) | ₹742 Cr | ₹7650 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 | -2.14% | -2.56% |
6 Month | 3.7% | 5.58% |
1 Year | 3.44% | 0.69% |
3 Year | 16.7% | 12.95% |
5 Year | 16.59% | 16.78% |
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 | 4.59% | 4.74% |
1 Year | 6.2% | 7.79% |
3 Year | 17.4% | 14.24% |
5 Year | 15.68% | 13.32% |
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 | 12.01% | 15.74% |
3 Year | 13.91% | 16.02% |
5 Year | 14.1% | 16.5% |
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 | 10.87% | 9.21% |
Sharp | 1.20% | 1.05% |
Beta | 1.09% | 1.06% |
Alpha | 2.82% | 0.52% |
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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 | 39.08 | 27.44 |
Large Cap | 38.07 | 54.85 |
Small Cap | 8.81 | 8.57 |
Mid Cap | 14.04 | 9.13 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 34.65 | 20.45 |
Communication Services | 2.83 | 3.09 |
Technology | 8.3 | 7.49 |
Healthcare | 3.54 | 6.03 |
Consumer Cyclical | 12.05 | 11.02 |
Utilities | 2.57 | 1.5 |
Real Estate | 2.32 | 1.28 |
Financial Services | 18.52 | 25.1 |
Basic Materials | 3.8 | 5.55 |
Industrials | 9.67 | 9.61 |
Consumer Defensive | 1.75 | 4.72 |
Energy | - | 4.18 |
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