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INVESCO INDIA AGGRESSIVE HYBRID FUND vs Aditya Birla Sun Life Equity Hybrid 95 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) ₹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 3.21% 3.76%
6 Month 1.23% 2.8%
1 Year 11.99% 8.91%
3 Year 18.6% 14.15%
5 Year 19.32% 19.9%

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 4.35% 5.43%
1 Year 6.26% 6.6%
3 Year 18.82% 14.95%
5 Year 16.34% 13.92%

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 12.34% 16.33%
3 Year 13.64% 16.28%
5 Year 13.46% 16.39%

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% 0.47%
Beta 1.095% 1.1%
Alpha 2.142% -1.49%

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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 23.31
Large Cap 33.49 57.59
Small Cap 11.63 9.57
Mid Cap 20.87 9.42

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 20.45
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 - 4.05
Electrical Equipment - 1.63
IT - Software - 7.27
Retailing - 2.44
Construction - 3.06
Diversified FMCG - 1.47
Non - Ferrous Metals - 1.14
Banks - 17.76
Pharmaceuticals & Biotechnology - 4.55
Industrial Manufacturing - 1.13
Healthcare Services - 1.16
Auto Components - 2.65
Cement & Cement Products - 2.3
Realty - 1.21
Consumer Durables - 2.87
Chemicals & Petrochemicals - 1.6
Automobiles - 4.2
Personal Products - 0.85
Finance - 4.63
IT - Services - 0.54
Insurance - 1.38
Transport Infrastructure - 1.39
Agricultural Food & other Products - 0.91
Diversified Metals - 0.47
Power - 1.09
Fertilizers & Agrochemicals - 0.51
Aerospace & Defense - 1.26
Industrial Products - 0.22
Telecom - Services - 3.06
Transport Services - 0.59
Ferrous Metals - 0.31
Leisure Services - 0.38
Beverages - 1.14
Textiles & Apparels - 0.22

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