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) | ₹787 Cr | ₹3045 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 | 0.17% | 0.82% |
6 Month | 7.14% | 8.98% |
1 Year | -0.68% | 3.04% |
3 Year | 17.12% | 18.17% |
5 Year | 15.81% | 19.96% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.86% | 1.98% |
1 Year | 6.66% | 11.27% |
3 Year | 14.92% | 15.34% |
5 Year | 14.18% | 15.9% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.87% | 10.04% |
3 Year | 13.99% | 13.02% |
5 Year | 14.54% | 12.03% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.50% | 9.73% |
Sharp | 0.86% | 1.03% |
Beta | 1.13% | 1.09% |
Alpha | 2.13% | 3.37% |
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 | 38.7 | 32.35 |
Large Cap | 39.33 | 45.84 |
Small Cap | 7.97 | 7.21 |
Mid Cap | 14 | 14.61 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.74 | 26.39 |
Communication Services | 2.53 | 4.42 |
Technology | 8.63 | 9.24 |
Healthcare | 3.42 | 8.77 |
Consumer Cyclical | 11.34 | 7.24 |
Utilities | 2.21 | 2.56 |
Real Estate | 2.4 | 0.31 |
Financial Services | 19.54 | 21.93 |
Basic Materials | 3.63 | 4.93 |
Industrials | 9.8 | 7.3 |
Consumer Defensive | 1.76 | 4.23 |
Energy | - | 2.67 |
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