INVESCO INDIA AGGRESSIVE HYBRID FUND vs Tata Hybrid Equity Fund compare

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

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

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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) ₹489 Cr ₹3917 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Jun 2018 08 Oct 1995
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 2.41 1.93
Manager Krishna Venkat Cheemalapati Murthy Nagarajan
ISIN Code INF205K011Q3 INF277K01303
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 2.69% -3.91%
6 Month 18.93% 8.05%
1 Year 39.04% 27.59%
3 Year 16.51% 12.3%
5 Year 16.66% 14.84%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 16.76% 11.33%
3 Year 34.55% 26.53%
5 Year 55.37% 51.49%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 11.88% 11.58%
3 Year 13.45% 13.79%
5 Year 12.92% 13.81%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.53% 9.21%
Sharp 0.91% 0.76%
Beta 0.99% 0.16%
Alpha 2.73% 5.4%

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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
Fund Manage 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 31.86 25.51
Large Cap 45.37 55.94
Small Cap 9.97 7.29
Mid Cap 12.8 11.26

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 1.5 5.93
Sovereign 20.8 6.07
Communication 1.47 5.94
Energy 4.49 10.78
Technology 4.58 6.06
Metals & Mining 1.51 0.68
Financial 25.43 29.11
Healthcare 5.04 2.96
Consumer Staples 2.49 6.55
Capital Goods 8.25 2.65
Chemicals 1.09 4
Automobile 8.44 3.13
Services 9.88 5.79
Construction 1.19 7.14
Materials 1.83 3.08
Consumer Discretionary 1.7 -
Textiles 0.31 -
Insurance - 0.13

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