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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) ₹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 1.46% 0.8%
6 Month 6.45% -2.45%
1 Year 10.99% 6.34%
3 Year 17.6% 20.83%
5 Year 18.13% 18.08%

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 8.66% 11.275%
Sharp 0.88% 0.598%
Beta 0.99% 1.095%
Alpha 1.12% 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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