SBI Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
SBI Equity Hybrid Fund - Regular Plan -Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹78708 Cr | ₹742 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Jan 2005 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 10% | 146% |
Expense Ratio | 1.4 | 2.37 |
Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
ISIN Code | INF200K01107 | INF205K011Q3 |
Exits Load | SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | -2.39% | -1.7% |
6 Month | 9.15% | 4.16% |
1 Year | 7.38% | 3.72% |
3 Year | 14.23% | 17.24% |
5 Year | 16.68% | 16.71% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 5.01% | 4.59% |
1 Year | 14.25% | 6.2% |
3 Year | 16.21% | 17.4% |
5 Year | 14.68% | 15.68% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 13.63% | 12.01% |
3 Year | 12.25% | 13.91% |
5 Year | 13.46% | 14.1% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.66% | 10.87% |
Sharp | 1.25% | 1.20% |
Beta | 0.97% | 1.09% |
Alpha | 2.27% | 2.82% |
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Fund Managers
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
Total AUM | ₹434274 Cr | ₹24743 Cr |
Funds Managed | 43 | 19 |
SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 29.9 | 39.08 |
Large Cap | 48.21 | 38.07 |
Mid Cap | 19.32 | 14.04 |
Small Cap | 2.57 | 8.81 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 26.22 | 34.65 |
Energy | 2.48 | - |
Industrials | 8.96 | 9.67 |
Technology | 4.81 | 8.3 |
Consumer Cyclical | 7.36 | 12.05 |
Basic Materials | 10.66 | 3.8 |
Healthcare | 4.34 | 3.54 |
Financial Services | 24.49 | 18.52 |
Real Estate | 0.71 | 2.32 |
Communication Services | 5.25 | 2.83 |
Consumer Defensive | 3.5 | 1.75 |
Utilities | 1.23 | 2.57 |
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