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SBI Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹79008 Cr ₹787 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 3.48% 1.44%
6 Month 7.29% 4.89%
1 Year 12.42% 2.25%
3 Year 14.15% 15.84%
5 Year 16.93% 15.82%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 0.47% -0.53%
1 Year 10.07% 3.71%
3 Year 13.36% 13.33%
5 Year 12.62% 13.37%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 13.54% 11.87%
3 Year 12.29% 13.99%
5 Year 13.49% 14.54%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 8.66% 10.47%
Sharp 0.85% 0.84%
Beta 0.09% 1.12%
Alpha 6.94% 1.89%

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 33.27 38.6
Large Cap 45.66 38.91
Mid Cap 18.52 14.33
Small Cap 2.56 8.17

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 27.14 34.63
Energy 2.24 -
Industrials 9.7 10.33
Technology 3.83 8.46
Consumer Cyclical 7.4 11.74
Basic Materials 9.97 3.38
Healthcare 3.65 3.38
Financial Services 21.94 19.49
Real Estate 1.67 2.52
Communication Services 3.78 2.36
Consumer Defensive 3.51 1.56
Utilities 5.16 2.14

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