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) | ₹24704 Cr | ₹832 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 | -0.27% | 0.28% |
| 6 Month | 0.29% | -0.3% |
| 1 Year | 6.59% | 1.05% |
| 3 Year | 12.33% | 16.41% |
| 5 Year | 13.62% | 12.99% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.78% | 0.99% |
| 1 Year | 9.22% | 6.98% |
| 3 Year | 9.97% | 12.73% |
| 5 Year | 11.4% | 13.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.76% | 11.18% |
| 3 Year | 12.02% | 14.26% |
| 5 Year | 11.87% | 14.63% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.51% | 9.53% |
| Sharp | 0.7% | 0.89% |
| Beta | 1.2% | 1.15% |
| Alpha | -0.11% | 2.82% |
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 | 30.34 | 30.72 |
| Large Cap | 51.45 | 48.19 |
| Mid Cap | 2.07 | 14.86 |
| Small Cap | 16.14 | 6.23 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 29.23 | 30.72 |
| Petroleum Products | 5.87 | - |
| IT - Software | 6.47 | 9.42 |
| Personal Products | 1.64 | 1.25 |
| Construction | 5.47 | - |
| Banks | 24.25 | 13.57 |
| Pharmaceuticals & Biotechnology | 2.6 | 1.68 |
| Realty | 0.88 | 2.58 |
| Power | 0.23 | 1.62 |
| Automobiles | 3.2 | 4.62 |
| Healthcare Services | 1.64 | 1.07 |
| Finance | 0.6 | 6.65 |
| Consumer Durables | 1.17 | 4.01 |
| Diversified FMCG | 2.7 | 2.91 |
| Media | 0.07 | - |
| Fertilizers & Agrochemicals | 0.32 | - |
| Auto Components | 1.3 | 2.4 |
| Transport Services | 0.53 | 3.18 |
| Industrial Products | 1.99 | 0.31 |
| Cement & Cement Products | 0.63 | 1.82 |
| Telecom - Services | 2.72 | 2.45 |
| Industrial Manufacturing | 0.55 | 1.04 |
| Retailing | 0.61 | 2.25 |
| Insurance | 0.93 | 2.32 |
| Textiles & Apparels | 0.64 | - |
| Beverages | 1.42 | 1.03 |
| Commercial Services & Supplies | 1.62 | 0.71 |
| Leisure Services | 0.72 | - |
| Other Utilities | - | 0.35 |
| Paper, Forest & Jute Products | - | 0.45 |
| Ferrous Metals | - | 0.48 |
| Food Products | - | 0.55 |
| Chemicals & Petrochemicals | - | 0.36 |
| Electrical Equipment | - | 0.2 |
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