Tata Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹596 Cr | ₹3997 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 | 2.37 | 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 | -4.7% | -3.45% |
6 Month | -5.89% | -8.56% |
1 Year | 10.34% | 3.36% |
3 Year | 13.27% | 10.41% |
5 Year | 12.42% | 12.88% |
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 | -3.62% | -7.18% |
3 Year | 14.97% | 9.42% |
5 Year | 14.69% | 12.59% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.34% | 11.66% |
3 Year | 13.64% | 13.65% |
5 Year | 13.46% | 13.89% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.637% | 9.21% |
Sharp | 0.736% | 0.45% |
Beta | 1.065% | 1.03% |
Alpha | 2.306% | 0.66% |
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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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