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) | ₹754 Cr | ₹5513 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% | 0.26% |
6 Month | 10.35% | 15.8% |
1 Year | 3.3% | 1.44% |
3 Year | 16.83% | 15.86% |
5 Year | 16.08% | 15.99% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 2.03% | 5.85% |
1 Year | 4.67% | 10.74% |
3 Year | 16.42% | 15.64% |
5 Year | 15.14% | 14.34% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 12.01% | 11.35% |
3 Year | 13.91% | 13.32% |
5 Year | 14.1% | 12.71% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.58% | 12.28% |
Sharp | 0.95% | 0.74% |
Beta | 1.10% | 1.18% |
Alpha | 2.83% | 1.34% |
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 | 38.91 | 25.91 |
Large Cap | 38.79 | 40.98 |
Small Cap | 8.55 | 12.96 |
Mid Cap | 13.74 | 20.16 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 34.85 | 24.87 |
Communication Services | 2.63 | 1.08 |
Technology | 7.78 | 6.35 |
Healthcare | 3.6 | 3.78 |
Consumer Cyclical | 10.99 | 17.4 |
Utilities | 2.44 | 2.31 |
Real Estate | 2.15 | 0.23 |
Financial Services | 19.52 | 20.12 |
Basic Materials | 3.74 | 0.19 |
Industrials | 10.35 | 20.28 |
Consumer Defensive | 1.94 | 3.25 |
Energy | - | 0.15 |
Top Comparisons
Kotak Small Cap Fund Regular Growth
3Y Returns17.01%
HSBC Small Cap Fund Regular Growth
3Y Returns21.31%
HDFC Focused Fund - GROWTH PLAN
3Y Returns23.25%
360 ONE Focused Fund Regular-Growth
3Y Returns16.84%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.98%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.83%
Tata Quant Fund-Regular Plan-Growth
3Y Returns-100%
Quant Quantamental Fund Regular - Growth
3Y Returns21.85%