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
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 | Very High |
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 | 5.72% | 5.34% |
6 Month | -1.79% | -5.69% |
1 Year | 9.26% | 12.58% |
3 Year | 11.95% | 14.6% |
5 Year | 20.21% | 18.12% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 1.87% | -0.53% |
1 Year | 2.09% | -0.57% |
3 Year | 12.2% | 16.93% |
5 Year | 14.21% | 15.39% |
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 | 9.334% | 11.275% |
Sharp | 0.486% | 0.598% |
Beta | 0.949% | 1.095% |
Alpha | 0.562% | 2.142% |
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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 |
Funds Managed | 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 | 33.28 | 34.01 |
Large Cap | 48.42 | 33.49 |
Small Cap | 15.63 | 11.63 |
Mid Cap | 2.67 | 20.87 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 32.45 | 32.65 |
Energy | 5.71 | - |
Technology | 8.82 | 9.64 |
Consumer Defensive | 6.79 | 1.63 |
Industrials | 9.19 | 11.01 |
Financial Services | 22.61 | 14.65 |
Healthcare | 4.18 | 3.95 |
Real Estate | 0.83 | 3.13 |
Consumer Cyclical | 3.29 | 12.6 |
Basic Materials | 0.58 | 5.51 |
Communication Services | 4.26 | 2.05 |
Utilities | 1.29 | 3.2 |
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