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) | ₹23354 Cr | ₹596 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 | 5.02% | 5.01% |
6 Month | 5.16% | 2.77% |
1 Year | 10.6% | 13.78% |
3 Year | 16.37% | 19.66% |
5 Year | 21.43% | 19.28% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 5.73% | 4.35% |
1 Year | 8.77% | 6.26% |
3 Year | 13.97% | 18.82% |
5 Year | 14.87% | 16.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 10.65% | 12.34% |
3 Year | 11.72% | 13.64% |
5 Year | 11.49% | 13.46% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.334% | 11.275% |
Sharp | 0.486% | 0.598% |
Beta | 0.949% | 1.095% |
Alpha | 0.562% | 2.142% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.28 | 34.01 |
Large Cap | 48.42 | 33.49 |
Small Cap | 15.63 | 11.63 |
Mid Cap | 2.67 | 20.87 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 32.45 | 32.65 |
Energy | 5.71 | - |
Technology | 8.82 | 9.64 |
Consumer Defensive | 6.79 | 1.63 |
Industrials | 9.19 | 11.01 |
Financial Services | 22.61 | 14.65 |
Healthcare | 4.18 | 3.95 |
Real Estate | 0.83 | 3.13 |
Consumer Cyclical | 3.29 | 12.6 |
Basic Materials | 0.58 | 5.51 |
Communication Services | 4.26 | 2.05 |
Utilities | 1.29 | 3.2 |
Top Comparisons
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns22.23%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns12.19%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.47%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.28%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns26.94%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns13.84%