Axis Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹596 Cr | ₹1530 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jun 2018 | 09 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 146% | 0.0% |
Expense Ratio | 2.37 | 2.16 |
Manager | Krishna Venkat Cheemalapati | R Sivakumar |
ISIN Code | INF205K011Q3 | INF846K01E90 |
Exits Load | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.7% | -2.39% |
6 Month | -5.89% | -6.43% |
1 Year | 10.34% | 8.24% |
3 Year | 13.27% | 7.44% |
5 Year | 12.42% | 10.25% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -3.62% | -2.35% |
3 Year | 14.97% | 9.29% |
5 Year | 14.69% | 10.51% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.34% | 13.82% |
3 Year | 13.64% | 11.42% |
5 Year | 13.46% | 12.03% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.637% | 11.01% |
Sharp | 0.736% | 0.161% |
Beta | 1.065% | 1.146% |
Alpha | 2.306% | -4.101% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | R Sivakumar |
Total AUM | ₹24743 Cr | ₹9709 Cr |
Fund Manage | 19 | 10 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.88 | 23.52 |
Large Cap | 35.74 | 54.27 |
Small Cap | 12.37 | 13.57 |
Mid Cap | 19.01 | 8.69 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.88 | 23.52 |
Telecom - Services | 2.25 | 3.05 |
IT - Software | 5.24 | 7.07 |
Retailing | 7 | 4.49 |
Banks | 9.36 | 14.89 |
Realty | 1.89 | 2.31 |
Paper, Forest & Jute Products | 1.51 | - |
Aerospace & Defense | 2.86 | 0.47 |
Cement & Cement Products | 1.92 | 0.13 |
Automobiles | 4.21 | 3.8 |
Capital Markets | 1.23 | - |
Finance | 4.11 | 7.17 |
Insurance | 0.95 | 1.7 |
Electrical Equipment | 2.21 | 1.79 |
Beverages | 0.76 | 0.19 |
Ferrous Metals | 0.64 | - |
Agricultural, Commercial & Construction Vehicles | 0.83 | - |
Consumer Durables | 2.88 | - |
Pharmaceuticals & Biotechnology | 2.81 | 6.46 |
Auto Components | 3.65 | 2.45 |
Financial Technology (Fintech) | 0.99 | - |
Healthcare Services | 0.81 | 1.43 |
Food Products | 0.81 | 0.16 |
Industrial Products | 1.45 | 0.04 |
Fertilizers & Agrochemicals | 0.95 | 3.54 |
Transport Services | 0.98 | - |
Industrial Manufacturing | 2.67 | 0.98 |
Power | 2.15 | 2.16 |
Petroleum Products | - | 3.48 |
Construction | - | 3.55 |
Diversified FMCG | - | 0.34 |
Non - Ferrous Metals | - | 0.39 |
Chemicals & Petrochemicals | - | 1.15 |
Personal Products | - | 0.42 |
Oil | - | 0.66 |
Household Products | - | 1.16 |
Consumable Fuels | - | 1.01 |
Commercial Services & Supplies | - | 0.09 |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns20.05%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns11.53%
BANDHAN Sterling Value Fund - Regular Plan - Growth
3Y Returns15.93%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns16.05%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.06%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.06%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns17.1%