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) | ₹596 Cr | ₹1530 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 | 2.3% | 1% |
6 Month | -3.05% | -0.98% |
1 Year | 8.3% | 7.56% |
3 Year | 19.98% | 13.58% |
5 Year | 18.18% | 15.42% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.07% | 5.12% |
1 Year | 6.85% | 5.48% |
3 Year | 18.16% | 12.21% |
5 Year | 16.02% | 11.12% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.22% | 13.2% |
3 Year | 13.76% | 11.27% |
5 Year | 13.68% | 12.12% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.275% | 11.361% |
Sharp | 0.598% | 0.081% |
Beta | 1.095% | 1.138% |
Alpha | 2.142% | -3.842% |
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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 | 34.01 | 26.15 |
Large Cap | 33.49 | 53.07 |
Small Cap | 11.63 | 12.25 |
Mid Cap | 20.87 | 8.54 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.65 | 23.83 |
Communication Services | 2.05 | 4.09 |
Technology | 9.64 | 8.94 |
Healthcare | 3.95 | 8.38 |
Financial Services | 14.65 | 24.99 |
Consumer Cyclical | 12.6 | 8.5 |
Utilities | 3.2 | 1.52 |
Real Estate | 3.13 | 1.89 |
Basic Materials | 5.51 | 4.63 |
Industrials | 11.01 | 6.59 |
Consumer Defensive | 1.63 | 1.81 |
Energy | - | 4.83 |
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