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) ₹24068 Cr ₹549 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 2.39
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 -2.79% -5.15%
6 Month -3.11% 1.38%
1 Year 9.05% 18.77%
3 Year 11.39% 13.65%
5 Year 14.7% 13.9%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month - -
1 Year 2.65% 11.01%
3 Year 12.61% 19.88%
5 Year 15.25% 17.45%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 10.55% 12%
3 Year 11.64% 13.45%
5 Year 11.39% 12.92%

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 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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