HDFC Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
HDFC Hybrid Equity Fund - Growth Plan
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24511 Cr | ₹754 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Apr 2005 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 15.22% | 146% |
Expense Ratio | 1.68 | 2.37 |
Manager | Dhruv Muchhal | Krishna Venkat Cheemalapati |
ISIN Code | INF179K01AS4 | INF205K011Q3 |
Exits Load | HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India 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 | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | -2.02% | -1.46% |
6 Month | 7.27% | 8.11% |
1 Year | 4.05% | 4.82% |
3 Year | 12.59% | 15.98% |
5 Year | 17.53% | 16.31% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 1.86% | 2.26% |
1 Year | 4.94% | 2.95% |
3 Year | 10.87% | 15.52% |
5 Year | 12.59% | 14.53% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 10.19% | 12.01% |
3 Year | 11.86% | 13.91% |
5 Year | 11.69% | 14.1% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.67% | 10.58% |
Sharp | 0.83% | 0.95% |
Beta | 0.95% | 1.10% |
Alpha | 0.97% | 2.83% |
Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Krishna Venkat Cheemalapati |
Total AUM | ₹520687 Cr | ₹24743 Cr |
Funds Managed | 40 | 19 |
HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 32.85 | 38.91 |
Large Cap | 48.84 | 38.79 |
Small Cap | 16.61 | 8.55 |
Mid Cap | 1.71 | 13.74 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 31.79 | 34.85 |
Energy | 5.88 | - |
Technology | 7.82 | 7.78 |
Consumer Defensive | 6.22 | 1.94 |
Industrials | 9.82 | 10.35 |
Financial Services | 24.44 | 19.52 |
Healthcare | 3.99 | 3.6 |
Real Estate | 0.84 | 2.15 |
Utilities | 0.22 | 2.44 |
Consumer Cyclical | 4.34 | 10.99 |
Basic Materials | 0.67 | 3.74 |
Communication Services | 3.98 | 2.63 |
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