Tata Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID 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) ₹549 Cr ₹4137 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jun 2018 05 Jan 1996
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 2.39 1.92
Manager Krishna Venkat Cheemalapati Murthy Nagarajan
ISIN Code INF205K011Q3 INF277K01303
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 Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 4.2% 0.71%
6 Month 7.99% 2.14%
1 Year 27.36% 14.42%
3 Year 16.43% 12.87%
5 Year 15.45% 14.01%

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 24.01% 8.09%
3 Year 23.73% 14.79%
5 Year 19.67% 15.86%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 12% 11.52%
3 Year 13.45% 13.77%
5 Year 12.92% 13.84%

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% 0.68%
Beta 0.99% 1.01%
Alpha 2.73% 2.33%

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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 32.88 26.31
Large Cap 35.74 54.47
Small Cap 12.37 8.91
Mid Cap 19.01 10.31

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 32.88 26.31
Telecom - Services 2.25 5.72
IT - Software 5.24 6.28
Retailing 7 2.42
Banks 9.36 16.8
Realty 1.89 1.8
Paper, Forest & Jute Products 1.51 -
Aerospace & Defense 2.86 -
Cement & Cement Products 1.92 2.77
Automobiles 4.21 2.11
Capital Markets 1.23 -
Finance 4.11 1.03
Insurance 0.95 0.87
Electrical Equipment 2.21 -
Beverages 0.76 2.45
Ferrous Metals 0.64 -
Agricultural, Commercial & Construction Vehicles 0.83 -
Consumer Durables 2.88 -
Pharmaceuticals & Biotechnology 2.81 4.41
Auto Components 3.65 1.07
Financial Technology (Fintech) 0.99 -
Healthcare Services 0.81 1.33
Food Products 0.81 -
Industrial Products 1.45 1.48
Fertilizers & Agrochemicals 0.95 2.42
Transport Services 0.98 0.48
Industrial Manufacturing 2.67 -
Power 2.15 2.9
Petroleum Products - 5.67
Personal Products - 0.91
Construction - 4.55
Diversified FMCG - 3.42
Gas - 0.94
Transport Infrastructure - 1.86

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