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) | ₹75639 Cr | ₹596 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 | 2.19% | 2.3% |
6 Month | 4.68% | -3.05% |
1 Year | 11.39% | 8.3% |
3 Year | 16.74% | 19.98% |
5 Year | 18.11% | 18.18% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 7.76% | 6.07% |
1 Year | 15.06% | 6.85% |
3 Year | 16.31% | 18.16% |
5 Year | 14.74% | 16.02% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 13.74% | 12.22% |
3 Year | 12.21% | 13.76% |
5 Year | 13.41% | 13.68% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.88% | 11.275% |
Sharp | 0.94% | 0.598% |
Beta | 0.96% | 1.095% |
Alpha | 0.49% | 2.142% |
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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 | 29.98 | 34.01 |
Large Cap | 48.28 | 33.49 |
Mid Cap | 19.46 | 20.87 |
Small Cap | 2.56 | 11.63 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 28.09 | 32.65 |
Petroleum Products | 2.66 | - |
Industrial Products | 1.52 | - |
IT - Software | 5.24 | - |
Construction | 2.26 | - |
Retailing | 2.77 | - |
Healthcare Services | 1.17 | - |
Non - Ferrous Metals | 2.11 | - |
Banks | 16.65 | - |
Realty | 0.74 | - |
Cement & Cement Products | 3.09 | - |
Transport Infrastructure | 2.55 | - |
Telecom - Services | 5.22 | - |
Consumer Durables | 0.14 | - |
Transport Services | 3.18 | - |
Automobiles | 0.6 | - |
Personal Products | 0.83 | - |
Beverages | 1.11 | - |
Leisure Services | 0.7 | - |
Finance | 5.18 | - |
Chemicals & Petrochemicals | 4.45 | - |
Pharmaceuticals & Biotechnology | 3.41 | - |
Auto Components | 3.61 | - |
Power | 1.37 | - |
Textiles & Apparels | 0.79 | - |
Insurance | 0.84 | - |
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 |
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