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) | ₹3894 Cr | ₹769 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 | 1.86% | 1.33% |
6 Month | 13.3% | 11.72% |
1 Year | 1.2% | 0.01% |
3 Year | 15.17% | 15.63% |
5 Year | 18.93% | 15.85% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 3.49% | 2.27% |
1 Year | 10.64% | 6.63% |
3 Year | 14.31% | 15.82% |
5 Year | 14.85% | 14.65% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 11.23% | 12.01% |
3 Year | 12.93% | 13.91% |
5 Year | 13.05% | 14.1% |
Risk Management
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.02% | 10.61% |
Sharp | 0.93% | 0.80% |
Beta | 0.09% | 1.11% |
Alpha | 8.12% | 2.94% |
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 | 30.76 | 38.91 |
Large Cap | 48.89 | 38.79 |
Small Cap | 8.56 | 8.55 |
Mid Cap | 11.79 | 13.74 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 23.82 | 34.85 |
Communication Services | 3.62 | 2.63 |
Energy | 3.77 | - |
Industrials | 10.28 | 10.35 |
Technology | 6.31 | 7.78 |
Financial Services | 24.95 | 19.52 |
Consumer Cyclical | 7.55 | 10.99 |
Consumer Defensive | 3.58 | 1.94 |
Healthcare | 5.19 | 3.6 |
Basic Materials | 2.81 | 3.74 |
Real Estate | 3.87 | 2.15 |
Utilities | 4.25 | 2.44 |
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