PGIM India Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹596 Cr | ₹209 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jun 2018 | 05 Feb 2004 |
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% | 62% |
Expense Ratio | 2.37 | 2.33 |
Manager | Krishna Venkat Cheemalapati | Puneet Pal |
ISIN Code | INF205K011Q3 | INF663L01HC4 |
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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% 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 | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | 5.34% | 4.96% |
6 Month | -5.69% | -0.75% |
1 Year | 12.58% | 9.81% |
3 Year | 14.6% | 10.59% |
5 Year | 18.12% | 16.68% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | -3.48% | -2.11% |
1 Year | -5.53% | -3.6% |
3 Year | 14.86% | 9.84% |
5 Year | 14.13% | 10.15% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 12.34% | 11.92% |
3 Year | 13.64% | 10.08% |
5 Year | 13.46% | 10.2% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 11.275% | 9.745% |
Sharp | 0.598% | 0.358% |
Beta | 1.095% | 0.94% |
Alpha | 2.142% | -0.447% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Puneet Pal |
Total AUM | ₹24743 Cr | ₹20950 Cr |
Funds Managed | 19 | 19 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 34.01 | 32.95 |
Large Cap | 33.49 | 47.3 |
Small Cap | 11.63 | 8.48 |
Mid Cap | 20.87 | 11.27 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 32.65 | 32.95 |
Communication Services | 2.05 | 3.88 |
Technology | 9.64 | 11.68 |
Healthcare | 3.95 | 5.97 |
Financial Services | 14.65 | 20.2 |
Consumer Cyclical | 12.6 | 4.28 |
Utilities | 3.2 | - |
Real Estate | 3.13 | - |
Basic Materials | 5.51 | 4.46 |
Industrials | 11.01 | 8.46 |
Consumer Defensive | 1.63 | 3.29 |
Energy | - | 4.82 |
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