INVESCO INDIA AGGRESSIVE HYBRID FUND vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4102 Cr | ₹828 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 30 Jun 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 40% | 146% |
| Expense Ratio | 1.97 | 2.37 |
| Manager | Sushil Budhia | Krishna Venkat Cheemalapati |
| ISIN Code | INF204K01FW1 | INF205K011Q3 |
| Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.25% | -2.9% |
| 6 Month | 0.88% | -2.89% |
| 1 Year | 8.84% | 2.23% |
| 3 Year | 15.1% | 15.62% |
| 5 Year | 15.38% | 12.56% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.26% | 0.31% |
| 1 Year | 9.57% | 5.19% |
| 3 Year | 11.43% | 11.41% |
| 5 Year | 13.05% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.78% | 11.14% |
| 3 Year | 13.6% | 14.31% |
| 5 Year | 13.1% | 14.59% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.81% | 10.37% |
| Sharp | 0.93% | 0.86% |
| Beta | 1.02% | 1.13% |
| Alpha | 1.70% | 1.72% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | Krishna Venkat Cheemalapati |
| Total AUM | ₹29447 Cr | ₹24743 Cr |
| Funds Managed | 11 | 19 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 32.7 | 35.97 |
| Large Cap | 49.09 | 47.3 |
| Small Cap | 7.65 | 7.91 |
| Mid Cap | 10.57 | 8.82 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 22.17 | 29.55 |
| Communication Services | 4.29 | 0 |
| Energy | 3.97 | - |
| Industrials | 9.21 | 6.45 |
| Technology | 6.73 | 10.53 |
| Consumer Cyclical | 9.87 | 13.06 |
| Financial Services | 23.7 | 22.19 |
| Consumer Defensive | 3.76 | 7.79 |
| Healthcare | 4.68 | 3.3 |
| Basic Materials | 3.23 | 2.87 |
| Real Estate | 4.34 | 2.6 |
| Utilities | 4.03 | 1.66 |
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