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) | ₹787 Cr | ₹5475 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 | - | 1.35% |
6 Month | 8.69% | 19.02% |
1 Year | -0.79% | 1.61% |
3 Year | 16.98% | 16.8% |
5 Year | 15.49% | 15.8% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 0.86% | 5.01% |
1 Year | 6.66% | 18.46% |
3 Year | 14.92% | 15.89% |
5 Year | 14.18% | 14.26% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 11.87% | 11.14% |
3 Year | 13.99% | 13.41% |
5 Year | 14.54% | 12.82% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.50% | 12.18% |
Sharp | 0.86% | 0.73% |
Beta | 1.13% | 1.21% |
Alpha | 2.13% | 1.47% |
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 | 38.7 | 25.91 |
Large Cap | 39.33 | 40.98 |
Small Cap | 7.97 | 12.96 |
Mid Cap | 14 | 20.16 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 34.74 | 24.87 |
Communication Services | 2.53 | 1.08 |
Technology | 8.63 | 6.35 |
Healthcare | 3.42 | 3.78 |
Consumer Cyclical | 11.34 | 17.4 |
Utilities | 2.21 | 2.31 |
Real Estate | 2.4 | 0.23 |
Financial Services | 19.54 | 20.12 |
Basic Materials | 3.63 | 0.19 |
Industrials | 9.8 | 20.28 |
Consumer Defensive | 1.76 | 3.25 |
Energy | - | 0.15 |
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