INVESCO INDIA AGGRESSIVE HYBRID FUND vs HDFC Hybrid Equity Fund compare

HDFC Hybrid Equity Fund - Growth Plan

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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

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%

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%

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%

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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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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Large Cap	49.31	45.37
Small Cap	17.11	9.97
Others	29.92	31.86
Mid Cap	3.66	12.8

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