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) | ₹769 Cr | ₹7372 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 | 2.27% | 2.74% |
6 Month | 12.13% | 12.98% |
1 Year | 0.64% | 1.03% |
3 Year | 16.51% | 13.52% |
5 Year | 16% | 16.23% |
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 | 2.27% | 3.38% |
1 Year | 6.63% | 10.2% |
3 Year | 15.82% | 13.49% |
5 Year | 14.65% | 12.46% |
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 | 10.61% | 9.21% |
Sharp | 0.80% | 0.67% |
Beta | 1.11% | 0.09% |
Alpha | 2.94% | 5.89% |
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 | 38.7 | 28.7 |
Large Cap | 39.33 | 54.4 |
Small Cap | 7.97 | 8.07 |
Mid Cap | 14 | 8.83 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 34.74 | 21.26 |
Communication Services | 2.53 | 2.97 |
Technology | 7.48 | 7.33 |
Healthcare | 3.42 | 5.88 |
Consumer Cyclical | 11.34 | 11.75 |
Utilities | 2.21 | 1.58 |
Real Estate | 2.4 | 1.51 |
Financial Services | 19.54 | 24.59 |
Basic Materials | 3.63 | 5.9 |
Industrials | 10.94 | 8.5 |
Consumer Defensive | 1.76 | 4.9 |
Energy | - | 3.83 |
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