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) | ₹82958 Cr | ₹832 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 | -0.8% | -0.68% |
| 6 Month | 3.14% | -0.1% |
| 1 Year | 9.8% | -2.55% |
| 3 Year | 13.91% | 15.44% |
| 5 Year | 13.58% | 13.4% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.76% | -0.14% |
| 1 Year | 13.48% | 5.82% |
| 3 Year | 14.32% | 12.83% |
| 5 Year | 13.05% | 13.06% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.33% | 11.32% |
| 3 Year | 12.35% | 14.23% |
| 5 Year | 13.56% | 14.77% |
Risk Management
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.66% | 10.48% |
| Sharp | 0.89% | 0.81% |
| Beta | 1.06% | 1.13% |
| Alpha | 1.84% | 2.06% |
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 | 32.08 | 37.58 |
| Large Cap | 47.03 | 43.73 |
| Mid Cap | 18.73 | 11.39 |
| Small Cap | 2.16 | 7.3 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 25.77 | 31.42 |
| Energy | 2.46 | - |
| Industrials | 10.01 | 5.44 |
| Technology | 3.9 | 10.31 |
| Consumer Cyclical | 6.76 | 11.99 |
| Basic Materials | 9.74 | 2.67 |
| Healthcare | 4.69 | 3.12 |
| Financial Services | 22.63 | 21.83 |
| Real Estate | 1.13 | 3.04 |
| Consumer Defensive | 3.05 | 5.75 |
| Communication Services | 4.03 | 2.46 |
| Utilities | 5.84 | 1.97 |
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