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) | ₹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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