INVESCO INDIA AGGRESSIVE HYBRID FUND vs UTI Aggressive Hybrid Fund compare

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

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹489 Cr ₹5852 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Jun 2018 20 Mar 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% 27%
Expense Ratio 2.41 1.9
Manager Krishna Venkat Cheemalapati V Srivatsa
ISIN Code INF205K011Q3 INF789F01323
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -3.87% -3.99%
6 Month 10.63% 8.71%
1 Year 31.63% 26.16%
3 Year 14.32% 14.92%
5 Year 14.61% 18.46%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 25.26% 20.94%
3 Year 22.69% 21.82%
5 Year 18.94% 21.39%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 12% 13.58%
3 Year 13.45% 12.27%
5 Year 12.92% 11.6%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.53% 9.01%
Sharp 0.91% 0.93%
Beta 0.99% 1.04%
Alpha 2.73% 5.57%

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Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Krishna Venkat Cheemalapati V Srivatsa
Total AUM ₹24743 Cr ₹7921 Cr
Fund Manage 19 3
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.86 31.49
Large Cap 45.37 42.71
Small Cap 9.97 9.04
Mid Cap 12.8 16.75

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 1.5 2.96
Sovereign 20.8 16.5
Communication 1.47 2.94
Energy 4.49 8.39
Technology 4.58 5.79
Metals & Mining 1.51 2.71
Financial 25.43 31.85
Healthcare 5.04 5.24
Consumer Staples 2.49 4.83
Capital Goods 8.25 0.46
Chemicals 1.09 1.37
Automobile 8.44 5.86
Services 9.88 3.35
Construction 1.19 4.06
Materials 1.83 0.62
Consumer Discretionary 1.7 0.71
Textiles 0.31 1.9
Insurance - 0.45

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