INVESCO INDIA AGGRESSIVE HYBRID FUND vs Nippon India Equity Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Equity Hybrid 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) | ₹3712 Cr | ₹596 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 08 Jun 2005 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 40% | 146% |
Expense Ratio | 1.97 | 2.37 |
Manager | Sushil Budhia | Krishna Venkat Cheemalapati |
ISIN Code | INF204K01FW1 | INF205K011Q3 |
Exits Load | Nippon India Equity Hybrid 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 | Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 3.26% | 2.41% |
6 Month | -0.78% | -1.94% |
1 Year | 8.51% | 11.46% |
3 Year | 14.93% | 15.58% |
5 Year | 21.76% | 18.25% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 1.88% | 0.51% |
1 Year | 0.52% | 0.03% |
3 Year | 14.85% | 17.21% |
5 Year | 16.02% | 15.53% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 11.83% | 12.34% |
3 Year | 12.47% | 13.64% |
5 Year | 12.93% | 13.46% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.02% | 11.275% |
Sharp | 0.6% | 0.598% |
Beta | 1.06% | 1.095% |
Alpha | 2.93% | 2.142% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | Krishna Venkat Cheemalapati |
Total AUM | ₹29447 Cr | ₹24743 Cr |
Funds Managed | 11 | 19 |
Nippon India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 28.85 | 34.01 |
Large Cap | 51.29 | 33.49 |
Small Cap | 8.96 | 11.63 |
Mid Cap | 10.9 | 20.87 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 27.87 | 32.65 |
Communication Services | 3.41 | 2.05 |
Energy | 3.67 | - |
Technology | 7.87 | 9.64 |
Industrials | 7.56 | 11.01 |
Financial Services | 24.19 | 14.65 |
Consumer Cyclical | 8.17 | 12.6 |
Consumer Defensive | 3.96 | 1.63 |
Healthcare | 5.77 | 3.95 |
Basic Materials | 2.75 | 5.51 |
Real Estate | 1.27 | 3.13 |
Utilities | 3.51 | 3.2 |
Top Comparisons
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.43%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.07%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns7.63%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.51%
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.49%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns14.7%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.14%
Quant Quantamental Fund Regular - Growth
3Y Returns20.08%