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
| 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) | ₹489 Cr | ₹3917 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 Jun 2018 | 08 Oct 1995 |
| 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 | 2.41 | 1.93 |
| Manager | Krishna Venkat Cheemalapati | Murthy Nagarajan |
| ISIN Code | INF205K011Q3 | INF277K01303 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.12% | -4.88% |
| 6 Month | 10.34% | 4.49% |
| 1 Year | 31.29% | 20.16% |
| 3 Year | 14.19% | 11.09% |
| 5 Year | 14.54% | 13.91% |
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.26% | 15.18% |
| 3 Year | 22.69% | 16.38% |
| 5 Year | 18.94% | 16.71% |
| 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% |
| 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% | 0.6% |
| Beta | 0.99% | 1.02% |
| Alpha | 2.73% | 2.24% |
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| 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 |
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 31.86 | 25.51 |
| Large Cap | 45.37 | 55.94 |
| Small Cap | 9.97 | 7.29 |
| Mid Cap | 12.8 | 11.26 |
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.5 | 5.93 |
| Sovereign | 20.8 | 6.07 |
| Communication | 1.47 | 5.94 |
| Energy | 4.49 | 10.78 |
| Technology | 4.58 | 6.06 |
| Metals & Mining | 1.51 | 0.68 |
| Financial | 25.43 | 29.11 |
| Healthcare | 5.04 | 2.96 |
| Consumer Staples | 2.49 | 6.55 |
| Capital Goods | 8.25 | 2.65 |
| Chemicals | 1.09 | 4 |
| Automobile | 8.44 | 3.13 |
| Services | 9.88 | 5.79 |
| Construction | 1.19 | 7.14 |
| Materials | 1.83 | 3.08 |
| Consumer Discretionary | 1.7 | - |
| Textiles | 0.31 | - |
| Insurance | - | 0.13 |
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