Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA AGGRESSIVE HYBRID FUND vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Invest Now

tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹596 Cr ₹3997 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jun 2018 05 Jan 1996
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 146% 4.76%
Expense Ratio 2.37 1.92
Manager Krishna Venkat Cheemalapati Murthy Nagarajan
ISIN Code INF205K011Q3 INF277K01303
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 Tata Hybrid Equity Fund - Regular Plan - 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 4.8% 4.98%
6 Month -8.7% -9.36%
1 Year 10.19% 3.8%
3 Year 13.79% 10.69%
5 Year 19.4% 19.56%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month -4.62% -3.03%
1 Year -3.49% -5.57%
3 Year 16.27% 10.45%
5 Year 15.17% 12.77%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 12.34% 11.66%
3 Year 13.64% 13.65%
5 Year 13.46% 13.89%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 11.275% 9.21%
Sharp 0.598% 0.38%
Beta 1.095% 1.06%
Alpha 2.142% 0.36%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Murthy Nagarajan
Total AUM ₹24743 Cr ₹18015 Cr
Funds Managed 19 11
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 34.01 25.33
Large Cap 33.49 58.37
Small Cap 11.63 7.22
Mid Cap 20.87 9.08

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 32.65 25.27
Communication Services 2.05 4.89
Technology 9.64 6.85
Healthcare 3.95 5.59
Financial Services 14.65 21.5
Consumer Cyclical 12.6 8.02
Utilities 3.2 2.44
Real Estate 3.13 1.58
Basic Materials 5.51 3.85
Industrials 11.01 7.91
Consumer Defensive 1.63 6.55
Energy - 5.57

Top Comparisons

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns20.89%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns16.41%

Compare Now

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.66%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.2%

Compare Now

HSBC Medium to Long Duration Fund - Regular Growth HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns5.45%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns6.89%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.7%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns7.56%

Compare Now
Add to Cart Successfully