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) | ₹77256 Cr | ₹769 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 | 1.98% | 2.27% |
6 Month | 12.61% | 12.13% |
1 Year | 6.68% | 0.64% |
3 Year | 13.72% | 16.51% |
5 Year | 16.5% | 16% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 2.65% | 2.27% |
1 Year | 13.64% | 6.63% |
3 Year | 14.93% | 15.82% |
5 Year | 13.59% | 14.65% |
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% | 10.61% |
Sharp | 0.78% | 0.80% |
Beta | 0.07% | 1.11% |
Alpha | 6.39% | 2.94% |
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 | 28.73 | 38.7 |
Large Cap | 49.07 | 39.33 |
Mid Cap | 19.48 | 14 |
Small Cap | 2.73 | 7.97 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 24.18 | 34.74 |
Energy | 2.28 | - |
Industrials | 9.83 | 10.94 |
Technology | 4.45 | 7.48 |
Consumer Cyclical | 7.58 | 11.34 |
Basic Materials | 10.21 | 3.63 |
Healthcare | 3.98 | 3.42 |
Financial Services | 24.05 | 19.54 |
Real Estate | 1.66 | 2.4 |
Communication Services | 4.9 | 2.53 |
Consumer Defensive | 3.68 | 1.76 |
Utilities | 3.19 | 2.21 |
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