INVESCO INDIA AGGRESSIVE HYBRID FUND vs HSBC Aggressive Hybrid Fund compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹818 Cr | ₹5663 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jun 2018 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 146% | 75% |
| Expense Ratio | 2.37 | 1.85 |
| Manager | Krishna Venkat Cheemalapati | Gautam Bhupal |
| ISIN Code | INF205K011Q3 | INF917K01LB0 |
| 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 | HSBC 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.42% | -1.03% |
| 6 Month | -1.35% | 2.06% |
| 1 Year | -2.61% | -1.54% |
| 3 Year | 14.93% | 14.76% |
| 5 Year | 13.65% | 13.23% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.55% | 1.04% |
| 1 Year | 6.45% | 13.62% |
| 3 Year | 13.29% | 13.26% |
| 5 Year | 13.35% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.4% | 10.96% |
| 3 Year | 14.18% | 13.56% |
| 5 Year | 14.89% | 12.97% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 10.48% | 12.20% |
| Sharp | 0.81% | 0.70% |
| Beta | 1.13% | 1.22% |
| Alpha | 2.06% | 1.59% |
Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Gautam Bhupal |
| Total AUM | ₹24743 Cr | ₹25949 Cr |
| Funds Managed | 19 | 13 |
| INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 39.22 | 28.86 |
| Large Cap | 38.6 | 40.97 |
| Small Cap | 7.83 | 15.05 |
| Mid Cap | 14.36 | 15.12 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 34.82 | 26.22 |
| Communication Services | 2.54 | 1.13 |
| Technology | 8.87 | 6.12 |
| Healthcare | 3.3 | 5.48 |
| Consumer Cyclical | 11.39 | 17.49 |
| Utilities | 2.12 | 0.98 |
| Real Estate | 3.1 | 0 |
| Financial Services | 19.35 | 18.41 |
| Industrials | 10.1 | 19.71 |
| Basic Materials | 2.81 | 0 |
| Consumer Defensive | 1.6 | 3.86 |
| Energy | - | 0.59 |
Top Comparisons
ICICI Prudential Overnight Fund - Growth
3Y Returns6.35%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.32%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.86%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.64%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.59%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns34.95%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.23%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.35%