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) | ₹828 Cr | ₹3480 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 | -2.79% | -2.91% |
| 6 Month | -3.55% | -1% |
| 1 Year | 3.09% | 6.85% |
| 3 Year | 15.19% | 15.62% |
| 5 Year | 12.09% | 15.32% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.37% | -0.61% |
| 1 Year | 2.48% | 5.53% |
| 3 Year | 10.96% | 11.89% |
| 5 Year | 12.21% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.14% | 9.76% |
| 3 Year | 14.31% | 13.55% |
| 5 Year | 14.59% | 12.11% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.53% | 8.47% |
| Sharp | 0.93% | 1.1% |
| Beta | 1.15% | 1.11% |
| Alpha | 2.63% | 3.66% |
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 | 35.97 | 29.65 |
| Large Cap | 47.3 | 47.29 |
| Small Cap | 7.91 | 8.99 |
| Mid Cap | 8.82 | 14.07 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.55 | 24.42 |
| Communication Services | 0 | 4.55 |
| Technology | 10.53 | 6.25 |
| Healthcare | 3.3 | 8.31 |
| Industrials | 6.45 | 4.13 |
| Consumer Cyclical | 13.06 | 11.74 |
| Consumer Defensive | 7.79 | 3.27 |
| Utilities | 1.66 | 2.37 |
| Real Estate | 2.6 | 0.72 |
| Financial Services | 22.19 | 24.11 |
| Basic Materials | 2.87 | 5.1 |
| Energy | - | 5.03 |
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