Edelweiss Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹704 Cr | ₹2749 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jun 2018 | 12 Aug 2009 |
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% | 81% |
Expense Ratio | 2.37 | 1.95 |
Manager | Krishna Venkat Cheemalapati | Dhawal Dalal |
ISIN Code | INF205K011Q3 | INF754K01202 |
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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.32% | 3.3% |
6 Month | 1.17% | 5.25% |
1 Year | 7.85% | 9.45% |
3 Year | 20.66% | 21.48% |
5 Year | 18.26% | 21.8% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.07% | 8.56% |
1 Year | 10.65% | 13.11% |
3 Year | 19.43% | 19.39% |
5 Year | 16.77% | 18.63% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.22% | 10.25% |
3 Year | 13.76% | 12.61% |
5 Year | 13.68% | 11.94% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.25% | 10.35% |
Sharp | 0.99% | 1.10% |
Beta | 1.09% | 1.04% |
Alpha | 2.72% | 3.45% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Dhawal Dalal |
Total AUM | ₹24743 Cr | ₹25974 Cr |
Funds Managed | 19 | 12 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.01 | 28.42 |
Large Cap | 33.49 | 50.97 |
Small Cap | 11.63 | 5.21 |
Mid Cap | 20.87 | 15.41 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.65 | 28.01 |
Communication Services | 2.05 | 2.7 |
Technology | 9.64 | 7.17 |
Healthcare | 3.95 | 11.34 |
Financial Services | 14.65 | 21.01 |
Consumer Cyclical | 12.6 | 8.63 |
Utilities | 3.2 | 3.93 |
Real Estate | 3.13 | 0.82 |
Basic Materials | 5.51 | 2.49 |
Industrials | 11.01 | 5.43 |
Consumer Defensive | 1.63 | 3.77 |
Energy | - | 4.7 |
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