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) | ₹832 Cr | ₹7614 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 | -0.76% | 0.3% |
| 6 Month | 0.01% | 3.77% |
| 1 Year | -2.65% | 3.93% |
| 3 Year | 15.15% | 13.66% |
| 5 Year | 13.77% | 13.53% |
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 | -0.14% | 2.36% |
| 1 Year | 5.82% | 13.2% |
| 3 Year | 12.83% | 12.77% |
| 5 Year | 13.06% | 11.91% |
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 | 11.4% | 14.52% |
| 3 Year | 14.18% | 14.31% |
| 5 Year | 14.89% | 14.76% |
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 | 10.48% | 9.54% |
| Sharp | 0.81% | 0.71% |
| Beta | 1.13% | 1.09% |
| Alpha | 2.06% | 0.59% |
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 | 39.22 | 28.19 |
| Large Cap | 38.6 | 55.44 |
| Small Cap | 7.83 | 7.69 |
| Mid Cap | 14.36 | 8.68 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 34.82 | 20.48 |
| Communication Services | 2.54 | 3.15 |
| Technology | 8.87 | 7.41 |
| Healthcare | 3.3 | 5.17 |
| Consumer Cyclical | 11.39 | 11.58 |
| Utilities | 2.12 | 1.43 |
| Real Estate | 3.1 | 1.55 |
| Financial Services | 19.35 | 25.67 |
| Industrials | 10.1 | 8.35 |
| Basic Materials | 2.81 | 5.97 |
| Consumer Defensive | 1.6 | 5.14 |
| Energy | - | 4.09 |
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