HSBC Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹596 Cr | ₹5282 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jun 2018 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 146% | 75% |
Expense Ratio | 2.37 | 1.85 |
Manager | Krishna Venkat Cheemalapati | Gautam Bhupal |
ISIN Code | INF205K011Q3 | INF917K01LB0 |
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 | HSBC 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 | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 5.34% | 6.33% |
6 Month | -5.69% | -10.45% |
1 Year | 12.58% | 4.41% |
3 Year | 14.6% | 10.73% |
5 Year | 18.12% | 17.21% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | -0.53% | -3.71% |
1 Year | -0.57% | -10.59% |
3 Year | 16.93% | 11.4% |
5 Year | 15.39% | 12.08% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 12.34% | 12.07% |
3 Year | 13.64% | 13.3% |
5 Year | 13.46% | 12.45% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.275% | 13.076% |
Sharp | 0.598% | 0.243% |
Beta | 1.095% | 1.201% |
Alpha | 2.142% | -1.847% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Gautam Bhupal |
Total AUM | ₹24743 Cr | ₹25949 Cr |
Funds Managed | 19 | 13 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 34.01 | 24.62 |
Large Cap | 33.49 | 36.45 |
Small Cap | 11.63 | 17.06 |
Mid Cap | 20.87 | 21.87 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 32.65 | 24.62 |
Communication Services | 2.05 | 0.53 |
Technology | 9.64 | 12.19 |
Healthcare | 3.95 | 1.64 |
Financial Services | 14.65 | 15.68 |
Consumer Cyclical | 12.6 | 13.51 |
Utilities | 3.2 | 3.48 |
Real Estate | 3.13 | 3.81 |
Basic Materials | 5.51 | 0.2 |
Industrials | 11.01 | 23.24 |
Consumer Defensive | 1.63 | 0.98 |
Energy | - | 0.14 |
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