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 | -5.78% | -5.37% |
6 Month | -7.39% | -5.34% |
1 Year | 8.37% | 5.6% |
3 Year | 15.85% | 11.9% |
5 Year | 13.83% | 12.11% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | -8.34% | -5.24% |
1 Year | -8.09% | -5.32% |
3 Year | 14.16% | 9.46% |
5 Year | 14.03% | 10.29% |
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 | 10.637% | 9.842% |
Sharp | 0.736% | 0.348% |
Beta | 1.065% | 0.966% |
Alpha | 2.306% | -1.554% |
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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 |
Fund Manage | 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 | 34.00903 | 32.94598 |
Large Cap | 33.49178 | 47.29828 |
Small Cap | 11.6321 | 8.48465 |
Mid Cap | 20.86709 | 11.27106 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 32.65 | 32.94598 |
Communication Services | 2.04525 | 3.88382 |
Technology | 9.6388 | 11.67864 |
Healthcare | 3.94894 | 5.97101 |
Financial Services | 14.65199 | 20.19944 |
Consumer Cyclical | 12.59605 | 4.2842 |
Utilities | 3.20297 | - |
Real Estate | 3.1255 | - |
Basic Materials | 5.50909 | 4.46296 |
Industrials | 11.00585 | 8.46108 |
Consumer Defensive | 1.62556 | 3.29453 |
Energy | - | 4.81831 |
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