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) | ₹787 Cr | ₹3161 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 | 1.13% | 1.54% |
| 6 Month | 5.08% | 6.24% |
| 1 Year | 2.69% | 7.03% |
| 3 Year | 15.88% | 16.8% |
| 5 Year | 15.58% | 19.4% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.2% | 2.63% |
| 1 Year | 6.91% | 11.73% |
| 3 Year | 14.55% | 15.22% |
| 5 Year | 14.03% | 15.81% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.87% | 10.04% |
| 3 Year | 13.99% | 13.02% |
| 5 Year | 14.54% | 12.03% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.47% | 9.66% |
| Sharp | 0.84% | 1.01% |
| Beta | 1.12% | 1.08% |
| Alpha | 1.89% | 3.02% |
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 | 38.6 | 30.22 |
| Large Cap | 38.91 | 48.14 |
| Small Cap | 8.17 | 7.54 |
| Mid Cap | 14.33 | 14.11 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.63 | 25.1 |
| Communication Services | 2.36 | 3.93 |
| Technology | 8.46 | 7.77 |
| Healthcare | 3.38 | 9 |
| Consumer Cyclical | 11.74 | 8.63 |
| Utilities | 2.14 | 2.79 |
| Real Estate | 2.52 | 0.32 |
| Financial Services | 19.49 | 23.33 |
| Basic Materials | 3.38 | 5.79 |
| Industrials | 10.33 | 6.48 |
| Consumer Defensive | 1.56 | 4.27 |
| Energy | - | 2.59 |
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