HDFC Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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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 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 Very High
Asset Size (Cr) ₹24098 Cr ₹489 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2005 15 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 2.41
Manager Dhruv Muchhal Krishna Venkat Cheemalapati
ISIN Code INF179K01AS4 INF205K011Q3
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month 0.39% 2.69%
6 Month 12.1% 18.93%
1 Year 23.5% 39.04%
3 Year 15.32% 16.51%
5 Year 17.35% 16.66%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month - -
1 Year 10.45% 16.76%
3 Year 27.07% 34.55%
5 Year 55.69% 55.37%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 18.02% 16.39%
3 Year 44.42% 41.98%
5 Year 59.82% 61.68%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 8.51% 9.53%
Sharp 0.99% 0.91%
Beta 0.92% 0.99%
Alpha 2.76% 2.73%

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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 29.92 31.86
Large Cap 49.31 45.37
Mid Cap 3.66 12.8
Small Cap 17.11 9.97

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 18.07 1.5
Financial 7.78 25.43
Petroleum Products 6.29 -
IT - Software 5.76 -
Personal Products 1.97 -
Construction 9.44 1.19
Banks 23.78 -
Pharmaceuticals & Biotechnology 2.93 -
Realty 0.71 -
Power 1.65 -
Paper, Forest & Jute Products 0.17 -
Healthcare Services 1.6 -
Finance 0.56 -
Diversified FMCG 3.77 -
Media 0.1 -
Fertilizers & Agrochemicals 0.46 -
Auto Components 1.18 -
Transport Services 0.29 -
Telecom - Services 3.64 -
Industrial Manufacturing 0.69 -
Industrial Products 2.15 -
Energy 0.51 4.49
Textiles & Apparels 0.8 -
Beverages 1.39 -
Commercial Services & Supplies 1.4 -
Leisure Services 1.47 -
Unclassified 1.44 -
Sovereign - 20.8
Communication - 1.47
Technology - 4.58
Metals & Mining - 1.51
Healthcare - 5.04
Consumer Staples - 2.49
Capital Goods - 8.25
Chemicals - 1.09
Automobile - 8.44
Services - 9.88
Materials - 1.83
Consumer Discretionary - 1.7
Textiles - 0.31

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