Tata Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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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)	₹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

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	5.01%	5.63%
6 Month	-6.9%	-7.37%
1 Year	10.4%	4.01%
3 Year	13.98%	10.91%
5 Year	19.87%	20.1%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-4.62%	-3.03%
1 Year	-3.49%	-5.57%
3 Year	16.27%	10.45%
5 Year	15.17%	12.77%

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%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	11.275%	9.21%
Sharp	0.598%	0.38%
Beta	1.095%	1.06%
Alpha	2.142%	0.36%

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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
Funds Managed	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	34.01	25.33
Large Cap	33.49	58.37
Small Cap	11.63	7.22
Mid Cap	20.87	9.08

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	32.65	25.27
Communication Services	2.05	4.89
Technology	9.64	6.85
Healthcare	3.95	5.59
Financial Services	14.65	21.5
Consumer Cyclical	12.6	8.02
Utilities	3.2	2.44
Real Estate	3.13	1.58
Basic Materials	5.51	3.85
Industrials	11.01	7.91
Consumer Defensive	1.63	6.55
Energy	-	5.57