LIC MF Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹596 Cr | ₹508 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 30 Jun 2018 | 31 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 146% | % |
Expense Ratio | 2.37 | 2.48 |
Manager | Krishna Venkat Cheemalapati | Pratik Harish Shroff |
ISIN Code | INF205K011Q3 | INF767K01030 |
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 | LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Month | 5.29% | 6.82% |
6 Month | -7.92% | -8.61% |
1 Year | 11.92% | 7.51% |
3 Year | 14.32% | 10.17% |
5 Year | 19.07% | 16.08% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | -4.62% | -3.51% |
1 Year | -3.49% | -5.77% |
3 Year | 16.27% | 11.48% |
5 Year | 15.17% | 11.37% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 12.34% | 11.04% |
3 Year | 13.64% | 9.45% |
5 Year | 13.46% | 9.61% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 11.275% | 8.96% |
Sharp | 0.598% | 0.24% |
Beta | 1.095% | 1.04% |
Alpha | 2.142% | -0.97% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Pratik Harish Shroff |
Total AUM | ₹24743 Cr | ₹2586 Cr |
Funds Managed | 19 | 10 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 34.01 | 30.63 |
Large Cap | 33.49 | 38.6 |
Small Cap | 11.63 | 19.73 |
Mid Cap | 20.87 | 11.04 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 32.65 | 28.04 |
Communication Services | 2.05 | 2.15 |
Technology | 9.64 | 8.27 |
Healthcare | 3.95 | 5.08 |
Financial Services | 14.65 | 15.08 |
Consumer Cyclical | 12.6 | 12.53 |
Utilities | 3.2 | 0.99 |
Real Estate | 3.13 | 0.57 |
Basic Materials | 5.51 | 4.15 |
Industrials | 11.01 | 13.81 |
Consumer Defensive | 1.63 | 5.77 |
Energy | - | 3.55 |
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