HDFC Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
HDFC Hybrid Equity Fund - Growth Plan
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹23354 Cr | ₹596 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Apr 2005 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 15.22% | 146% |
Expense Ratio | 1.68 | 2.37 |
Manager | Dhruv Muchhal | Krishna Venkat Cheemalapati |
ISIN Code | INF179K01AS4 | INF205K011Q3 |
Exits Load | HDFC Hybrid Equity Fund - 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 | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | -1.93% | -4.7% |
6 Month | -5.22% | -5.89% |
1 Year | 5.03% | 10.34% |
3 Year | 11.34% | 13.27% |
5 Year | 14.31% | 12.42% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.27% | -3.62% |
3 Year | 10.44% | 14.97% |
5 Year | 14% | 14.69% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 10.65% | 12.34% |
3 Year | 11.72% | 13.64% |
5 Year | 11.49% | 13.46% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.962% | 10.637% |
Sharp | 0.592% | 0.736% |
Beta | 0.944% | 1.065% |
Alpha | 0.437% | 2.306% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Krishna Venkat Cheemalapati |
Total AUM | ₹520687 Cr | ₹24743 Cr |
Fund Manage | 40 | 19 |
HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 31.05 | 32.88 |
Large Cap | 48.51 | 35.74 |
Mid Cap | 3.76 | 19.01 |
Small Cap | 16.68 | 12.37 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 31.05 | 32.88 |
Petroleum Products | 5.85 | - |
IT - Software | 5.43 | 5.24 |
Personal Products | 1.8 | - |
Construction | 7.91 | - |
Banks | 22.73 | 9.36 |
Pharmaceuticals & Biotechnology | 2.98 | 2.81 |
Realty | 0.79 | 1.89 |
Power | 1.55 | 2.15 |
Automobiles | 0.45 | 4.21 |
Healthcare Services | 1.85 | 0.81 |
Finance | 0.55 | 4.11 |
Consumer Durables | 0.09 | 2.88 |
Diversified FMCG | 3.8 | - |
Media | 0.09 | - |
Fertilizers & Agrochemicals | 0.36 | 0.95 |
Auto Components | 1.14 | 3.65 |
Transport Services | 0.29 | 0.98 |
Telecom - Services | 4.02 | 2.25 |
Industrial Manufacturing | 0.68 | 2.67 |
Industrial Products | 2.02 | 1.45 |
Textiles & Apparels | 0.7 | - |
Beverages | 1.45 | 0.76 |
Commercial Services & Supplies | 1.31 | - |
Leisure Services | 1.11 | - |
Retailing | - | 7 |
Paper, Forest & Jute Products | - | 1.51 |
Aerospace & Defense | - | 2.86 |
Cement & Cement Products | - | 1.92 |
Capital Markets | - | 1.23 |
Insurance | - | 0.95 |
Electrical Equipment | - | 2.21 |
Ferrous Metals | - | 0.64 |
Agricultural, Commercial & Construction Vehicles | - | 0.83 |
Financial Technology (Fintech) | - | 0.99 |
Food Products | - | 0.81 |
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