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) | ₹742 Cr | ₹1594 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 | -2.14% | -1.84% |
6 Month | 3.7% | 5.23% |
1 Year | 3.44% | 1.5% |
3 Year | 16.7% | 10.52% |
5 Year | 16.59% | 13.8% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.59% | 4.2% |
1 Year | 6.2% | 7.01% |
3 Year | 17.4% | 12.64% |
5 Year | 15.68% | 11.3% |
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 | 10.87% | 10.83% |
Sharp | 1.20% | 0.71% |
Beta | 1.09% | 1.13% |
Alpha | 2.82% | -2.80% |
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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 | 39.08 | 27.2 |
Large Cap | 38.07 | 51.02 |
Small Cap | 8.81 | 11.3 |
Mid Cap | 14.04 | 10.47 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.65 | 22.39 |
Communication Services | 2.83 | 4.39 |
Technology | 8.3 | 7.95 |
Healthcare | 3.54 | 7.09 |
Consumer Cyclical | 12.05 | 8.32 |
Utilities | 2.57 | 1.67 |
Real Estate | 2.32 | 2.12 |
Financial Services | 18.52 | 25.54 |
Basic Materials | 3.8 | 5.05 |
Industrials | 9.67 | 8.45 |
Consumer Defensive | 1.75 | 1.75 |
Energy | - | 5.27 |
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