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INVESCO INDIA AGGRESSIVE HYBRID FUND vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.88% 1.13%
6 Month 4.44% 5.08%
1 Year 5.97% 2.69%
3 Year 12.42% 15.88%
5 Year 17.06% 15.58%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 2.03% 1.2%
1 Year 10.15% 6.91%
3 Year 11.06% 14.55%
5 Year 12.25% 14.03%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 10.1% 11.87%
3 Year 11.92% 13.99%
5 Year 11.75% 14.54%

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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