Axis Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹769 Cr | ₹1527 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jun 2018 | 09 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 146% | 0.0% |
Expense Ratio | 2.37 | 2.16 |
Manager | Krishna Venkat Cheemalapati | R Sivakumar |
ISIN Code | INF205K011Q3 | INF846K01E90 |
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 | Axis 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 | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.33% | 1.88% |
6 Month | 11.72% | 10.9% |
1 Year | 0.01% | -0.63% |
3 Year | 15.63% | 9.96% |
5 Year | 15.85% | 13.28% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.27% | 2.54% |
1 Year | 6.63% | 8.09% |
3 Year | 15.82% | 11.64% |
5 Year | 14.65% | 10.39% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.01% | 12.71% |
3 Year | 13.91% | 11.39% |
5 Year | 14.1% | 12.32% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.61% | 10.02% |
Sharp | 0.80% | 0.27% |
Beta | 1.11% | 1.09% |
Alpha | 2.94% | -2.64% |
Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | R Sivakumar |
Total AUM | ₹24743 Cr | ₹9709 Cr |
Funds Managed | 19 | 10 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 38.91 | 27.41 |
Large Cap | 38.79 | 50.35 |
Small Cap | 8.55 | 11.49 |
Mid Cap | 13.74 | 10.75 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.85 | 22.6 |
Communication Services | 2.63 | 4.03 |
Technology | 7.78 | 7.75 |
Healthcare | 3.6 | 7.28 |
Consumer Cyclical | 10.99 | 7.98 |
Utilities | 2.44 | 1.86 |
Real Estate | 2.15 | 2.05 |
Financial Services | 19.52 | 25.09 |
Basic Materials | 3.74 | 5.22 |
Industrials | 10.35 | 8.98 |
Consumer Defensive | 1.94 | 1.94 |
Energy | - | 5.21 |
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