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 | 0.28% | 0.96% |
| 6 Month | -0.3% | 1.49% |
| 1 Year | 1.05% | 6.57% |
| 3 Year | 16.41% | 17.16% |
| 5 Year | 12.99% | 16.13% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.99% | 2.42% |
| 1 Year | 6.98% | 11.56% |
| 3 Year | 12.73% | 13.88% |
| 5 Year | 13.11% | 15% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.18% | 9.84% |
| 3 Year | 14.26% | 13.5% |
| 5 Year | 14.63% | 12.11% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.53% | 8.47% |
| Sharp | 0.89% | 1.03% |
| Beta | 1.15% | 1.11% |
| Alpha | 2.82% | 3.67% |
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 | 30.72 | 25.54 |
| Large Cap | 48.19 | 52.13 |
| Small Cap | 6.23 | 11.01 |
| Mid Cap | 14.86 | 13.09 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.72 | 25.53 |
| Telecom - Services | 2.45 | 4.58 |
| IT - Software | 9.42 | 3.64 |
| Retailing | 2.25 | 2.38 |
| Diversified FMCG | 2.91 | 1.43 |
| Other Utilities | 0.35 | - |
| Realty | 2.58 | 0.65 |
| Banks | 13.57 | 17.98 |
| Paper, Forest & Jute Products | 0.45 | - |
| Cement & Cement Products | 1.82 | 1.97 |
| Automobiles | 4.62 | 4.57 |
| Personal Products | 1.25 | - |
| Commercial Services & Supplies | 0.71 | 0.49 |
| Finance | 6.65 | 5.05 |
| Insurance | 2.32 | 1.49 |
| Beverages | 1.03 | - |
| Ferrous Metals | 0.48 | 0.33 |
| Consumer Durables | 4.01 | 0.7 |
| Pharmaceuticals & Biotechnology | 1.68 | 5.58 |
| Auto Components | 2.4 | 3.15 |
| Healthcare Services | 1.07 | 1.39 |
| Food Products | 0.55 | 0.26 |
| Industrial Products | 0.31 | 0.8 |
| Transport Services | 3.18 | 1.11 |
| Industrial Manufacturing | 1.04 | - |
| Chemicals & Petrochemicals | 0.36 | 1.63 |
| Power | 1.62 | 2.39 |
| Electrical Equipment | 0.2 | 2.99 |
| Petroleum Products | - | 3.47 |
| Construction | - | 1.47 |
| Non - Ferrous Metals | - | 0.86 |
| Leisure Services | - | 0.13 |
| Financial Technology (Fintech) | - | 0.01 |
| Agricultural Food & other Products | - | 1.05 |
| Capital Markets | - | 1.32 |
| Gas | - | 0.36 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Oil | - | 0.49 |
| Cigarettes & Tobacco Products | - | 0.61 |
| Aerospace & Defense | - | 1.11 |
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