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) | ₹754 Cr | ₹2994 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 | -1.46% | -1.12% |
6 Month | 8.11% | 8.89% |
1 Year | 4.82% | 4.43% |
3 Year | 15.98% | 16.88% |
5 Year | 16.31% | 19.69% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.26% | 2.91% |
1 Year | 2.95% | 6.54% |
3 Year | 15.52% | 15.56% |
5 Year | 14.53% | 16.25% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.01% | 10.16% |
3 Year | 13.91% | 12.85% |
5 Year | 14.1% | 11.99% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.58% | 9.81% |
Sharp | 0.95% | 1.10% |
Beta | 1.10% | 1.07% |
Alpha | 2.83% | 3.82% |
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 | 38.91 | 30.94 |
Large Cap | 38.79 | 46.09 |
Small Cap | 8.55 | 7.62 |
Mid Cap | 13.74 | 15.34 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.85 | 25.9 |
Communication Services | 2.63 | 4.07 |
Technology | 7.78 | 8.59 |
Healthcare | 3.6 | 8.55 |
Consumer Cyclical | 10.99 | 6.8 |
Utilities | 2.44 | 2.44 |
Real Estate | 2.15 | 0.32 |
Financial Services | 19.52 | 22.19 |
Basic Materials | 3.74 | 5.51 |
Industrials | 10.35 | 8.1 |
Consumer Defensive | 1.94 | 4.76 |
Energy | - | 2.78 |
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