Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹71143 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 2.78% 2.37%
6 Month 4.32% -2.49%
1 Year 11.63% 10.72%
3 Year 12.65% 15.8%
5 Year 17.68% 17.57%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 4.68% 0.51%
1 Year 8.57% 0.03%
3 Year 15.23% 17.21%
5 Year 14.43% 15.53%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 14% 12.34%
3 Year 12.23% 13.64%
5 Year 13.38% 13.46%

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 0.41% 0.598%
Beta 0.99% 1.095%
Alpha 0.97% 2.142%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 32.96 34.01
Large Cap 46.26 33.49
Mid Cap 18.21 20.87
Small Cap 2.57 11.63

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 32.96 32.65
Energy 3.1 -
Industrials 8.5 11.01
Technology 5.94 9.64
Consumer Cyclical 5.35 12.6
Healthcare 4.57 3.95
Basic Materials 8.73 5.51
Financial Services 21.17 14.65
Consumer Defensive 3.69 1.63
Communication Services 4.7 2.05
Utilities 1.27 3.2
Real Estate - 3.13

Top Comparisons

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.15%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.96%

Compare Now

ITI Liquid Fund Regular - Growth ITI Liquid Fund Regular - Growth

3Y Returns6.48%

VS

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.83%

Compare Now

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns6.79%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.1%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns12.28%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully