UTI Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹596 Cr | ₹5956 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jun 2018 | 25 Mar 2000 |
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% | 27% |
Expense Ratio | 2.37 | 1.89 |
Manager | Krishna Venkat Cheemalapati | V Srivatsa |
ISIN Code | INF205K011Q3 | INF789F01323 |
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 | UTI Aggressive Hybrid Fund - 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -4.7% | -2.14% |
6 Month | -5.89% | -5.8% |
1 Year | 10.34% | 10.21% |
3 Year | 13.27% | 15.05% |
5 Year | 12.42% | 17.38% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.62% | -0.68% |
3 Year | 14.97% | 15.73% |
5 Year | 14.69% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.34% | 13.82% |
3 Year | 13.64% | 12.4% |
5 Year | 13.46% | 11.66% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.637% | 9.01% |
Sharp | 0.736% | 0.82% |
Beta | 1.065% | 1.05% |
Alpha | 2.306% | 4.39% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | V Srivatsa |
Total AUM | ₹24743 Cr | ₹7921 Cr |
Fund Manage | 19 | 3 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.88 | 29.8 |
Large Cap | 35.74 | 42.79 |
Small Cap | 12.37 | 10.58 |
Mid Cap | 19.01 | 16.79 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.88 | 29.8 |
Telecom - Services | 2.25 | 3.66 |
IT - Software | 5.24 | 7.85 |
Retailing | 7 | - |
Banks | 9.36 | 17.36 |
Realty | 1.89 | 0.96 |
Paper, Forest & Jute Products | 1.51 | 0.59 |
Aerospace & Defense | 2.86 | - |
Cement & Cement Products | 1.92 | 1.21 |
Automobiles | 4.21 | 2.82 |
Capital Markets | 1.23 | 1.46 |
Finance | 4.11 | 2.4 |
Insurance | 0.95 | 2.82 |
Electrical Equipment | 2.21 | - |
Beverages | 0.76 | - |
Ferrous Metals | 0.64 | 0.6 |
Agricultural, Commercial & Construction Vehicles | 0.83 | - |
Consumer Durables | 2.88 | 0.72 |
Pharmaceuticals & Biotechnology | 2.81 | 4.59 |
Auto Components | 3.65 | 0.84 |
Financial Technology (Fintech) | 0.99 | - |
Healthcare Services | 0.81 | 0.68 |
Food Products | 0.81 | - |
Industrial Products | 1.45 | 0.23 |
Fertilizers & Agrochemicals | 0.95 | 0.62 |
Transport Services | 0.98 | 2.44 |
Industrial Manufacturing | 2.67 | - |
Power | 2.15 | 1.08 |
Petroleum Products | - | 2.59 |
Construction | - | 2.15 |
Textiles & Apparels | - | 2.42 |
Gas | - | 1.05 |
Diversified FMCG | - | 3.39 |
Diversified Metals | - | 1.81 |
Other Consumer Services | - | 0.66 |
Chemicals & Petrochemicals | - | 0.67 |
Personal Products | - | 0.48 |
Entertainment | - | 0.6 |
Leisure Services | - | 1.41 |
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