HSBC Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹818 Cr | ₹5663 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jun 2018 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 146% | 75% |
| Expense Ratio | 2.37 | 1.85 |
| Manager | Krishna Venkat Cheemalapati | Gautam Bhupal |
| ISIN Code | INF205K011Q3 | INF917K01LB0 |
| 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 | HSBC 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.38% | -1.02% |
| 6 Month | 0.88% | 4.65% |
| 1 Year | -1.18% | 0.62% |
| 3 Year | 14.84% | 14.79% |
| 5 Year | 14.02% | 13.66% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.23% | 2.3% |
| 1 Year | 7.76% | 15.64% |
| 3 Year | 14.11% | 14.25% |
| 5 Year | 13.87% | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.4% | 10.96% |
| 3 Year | 14.18% | 13.56% |
| 5 Year | 14.89% | 12.97% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 10.47% | 12.18% |
| Sharp | 0.84% | 0.73% |
| Beta | 1.12% | 1.20% |
| Alpha | 1.89% | 1.38% |
Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Gautam Bhupal |
| Total AUM | ₹24743 Cr | ₹25949 Cr |
| Funds Managed | 19 | 13 |
| INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 39.22 | 28.86 |
| Large Cap | 38.6 | 40.97 |
| Small Cap | 7.83 | 15.05 |
| Mid Cap | 14.36 | 15.12 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 34.82 | 26.22 |
| Communication Services | 2.54 | 1.13 |
| Technology | 8.87 | 6.12 |
| Healthcare | 3.3 | 5.48 |
| Consumer Cyclical | 11.39 | 17.49 |
| Utilities | 2.12 | 0.98 |
| Real Estate | 2.62 | 0 |
| Financial Services | 19.35 | 18.41 |
| Basic Materials | 3.29 | 0 |
| Industrials | 10.1 | 19.71 |
| Consumer Defensive | 1.6 | 3.86 |
| Energy | - | 0.59 |
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