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) | ₹769 Cr | ₹2994 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 | 2.27% | 2.51% |
6 Month | 12.13% | 12.48% |
1 Year | 0.64% | 2.09% |
3 Year | 16.51% | 17.6% |
5 Year | 16% | 19.84% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.27% | 3.06% |
1 Year | 6.63% | 10.33% |
3 Year | 15.82% | 15.89% |
5 Year | 14.65% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.01% | 10.16% |
3 Year | 13.91% | 12.85% |
5 Year | 14.1% | 11.99% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.61% | 9.86% |
Sharp | 0.80% | 0.94% |
Beta | 1.11% | 1.07% |
Alpha | 2.94% | 3.98% |
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 | 38.7 | 32.35 |
Large Cap | 39.33 | 45.84 |
Small Cap | 7.97 | 7.21 |
Mid Cap | 14 | 14.61 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.74 | 26.39 |
Communication Services | 2.53 | 4.42 |
Technology | 7.48 | 9.24 |
Healthcare | 3.42 | 8.77 |
Consumer Cyclical | 11.34 | 7.24 |
Utilities | 2.21 | 2.56 |
Real Estate | 2.4 | 0.31 |
Financial Services | 19.54 | 21.93 |
Basic Materials | 3.63 | 4.93 |
Industrials | 10.94 | 7.3 |
Consumer Defensive | 1.76 | 4.23 |
Energy | - | 2.67 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.02%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns15.32%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns24.28%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.1%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.95%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.94%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns16.81%