INVESCO INDIA AGGRESSIVE HYBRID FUND vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24081 Cr | ₹787 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Apr 2005 | 30 Jun 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 15.22% | 146% |
| Expense Ratio | 1.68 | 2.37 |
| Manager | Dhruv Muchhal | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01AS4 | INF205K011Q3 |
| Exits Load | HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India 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 | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.44% | 0.37% |
| 6 Month | 3.68% | 3.26% |
| 1 Year | 6.74% | 3.27% |
| 3 Year | 12.26% | 15.86% |
| 5 Year | 15.88% | 15.01% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.13% | -0.01% |
| 1 Year | 8.68% | 5.14% |
| 3 Year | 10.46% | 13.68% |
| 5 Year | 11.83% | 13.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.92% | 11.52% |
| 3 Year | 12.03% | 14.13% |
| 5 Year | 11.79% | 14.96% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.37% | 10.47% |
| Sharp | 0.69% | 0.84% |
| Beta | 0.94% | 1.12% |
| Alpha | -0.10% | 1.89% |
Fund Managers
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Krishna Venkat Cheemalapati |
| Total AUM | ₹520687 Cr | ₹24743 Cr |
| Funds Managed | 40 | 19 |
| HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 33.5 | 38.6 |
| Large Cap | 48.48 | 38.91 |
| Small Cap | 16.35 | 8.17 |
| Mid Cap | 1.68 | 14.33 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 32.34 | 34.63 |
| Energy | 5.75 | - |
| Technology | 7.84 | 8.46 |
| Consumer Defensive | 5.74 | 1.56 |
| Industrials | 9.87 | 10.33 |
| Financial Services | 24.14 | 19.49 |
| Healthcare | 3.75 | 3.38 |
| Real Estate | 0.93 | 2.52 |
| Utilities | 0.23 | 2.14 |
| Consumer Cyclical | 5.44 | 11.74 |
| Basic Materials | 0.53 | 3.38 |
| Communication Services | 3.43 | 2.36 |
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