INVESCO INDIA AGGRESSIVE HYBRID FUND vs Edelweiss Aggressive Hybrid Fund compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹832 Cr | ₹3413 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jun 2018 | 12 Aug 2009 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 146% | 81% |
| Expense Ratio | 2.37 | 1.95 |
| Manager | Krishna Venkat Cheemalapati | Dhawal Dalal |
| ISIN Code | INF205K011Q3 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.21% | -0.87% |
| 6 Month | -1.68% | 0.08% |
| 1 Year | -0.78% | 5.18% |
| 3 Year | 15.74% | 16.52% |
| 5 Year | 13.24% | 16.32% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.36% | 1.52% |
| 1 Year | 5.69% | 9.3% |
| 3 Year | 12.61% | 13.49% |
| 5 Year | 13.14% | 14.91% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.32% | 9.86% |
| 3 Year | 14.23% | 13.4% |
| 5 Year | 14.77% | 12.1% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.48% | 9.65% |
| Sharp | 0.81% | 0.94% |
| Beta | 1.13% | 1.08% |
| Alpha | 2.06% | 2.94% |
Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dhawal Dalal |
| Total AUM | ₹24743 Cr | ₹25974 Cr |
| Funds Managed | 19 | 12 |
| INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 37.58 | 29.1 |
| Large Cap | 43.73 | 47.01 |
| Small Cap | 7.3 | 9.12 |
| Mid Cap | 11.39 | 14.77 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.42 | 23.18 |
| Communication Services | 2.46 | 4.59 |
| Technology | 10.31 | 6.27 |
| Healthcare | 3.12 | 7.69 |
| Consumer Cyclical | 11.99 | 10.44 |
| Consumer Defensive | 5.75 | 3.57 |
| Utilities | 1.97 | 2.75 |
| Real Estate | 3.04 | 0.89 |
| Financial Services | 21.83 | 25.18 |
| Industrials | 5.44 | 5.69 |
| Basic Materials | 2.67 | 5.6 |
| Energy | - | 4.15 |
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