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INVESCO INDIA AGGRESSIVE HYBRID FUND vs Tata Hybrid Equity Fund compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹742 Cr | ₹4131 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jun 2018 | 05 Jan 1996 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 146% | 4.76% |
| Expense Ratio | 2.37 | 1.92 |
| Manager | Krishna Venkat Cheemalapati | Murthy Nagarajan |
| ISIN Code | INF205K011Q3 | INF277K01303 |
| 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 | Tata Hybrid Equity Fund - Regular Plan - 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 | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.7% | -1% |
| 6 Month | 4.16% | 4.24% |
| 1 Year | 3.72% | -1.28% |
| 3 Year | 17.24% | 12.83% |
| 5 Year | 16.71% | 16.32% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.59% | 3.4% |
| 1 Year | 6.2% | 3.41% |
| 3 Year | 17.4% | 11.03% |
| 5 Year | 15.68% | 12.4% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.01% | 11.2% |
| 3 Year | 13.91% | 13.63% |
| 5 Year | 14.1% | 14% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.87% | 9.21% |
| Sharp | 1.20% | 0.9% |
| Beta | 1.09% | 1.12% |
| Alpha | 2.82% | -1.2% |
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Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Murthy Nagarajan |
| Total AUM | ₹24743 Cr | ₹18015 Cr |
| Funds Managed | 19 | 11 |
| INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 39.08 | 28.88 |
| Large Cap | 38.07 | 57.62 |
| Small Cap | 8.81 | 7.03 |
| Mid Cap | 14.04 | 6.47 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 34.65 | 28.88 |
| Communication Services | 2.83 | 5.72 |
| Technology | 8.3 | 4.84 |
| Healthcare | 3.54 | 4.23 |
| Consumer Cyclical | 12.05 | 6.63 |
| Utilities | 2.57 | 2.46 |
| Real Estate | 2.32 | 0.91 |
| Financial Services | 18.52 | 20.76 |
| Basic Materials | 3.8 | 5.03 |
| Industrials | 9.67 | 7.76 |
| Consumer Defensive | 1.75 | 6.39 |
| Energy | - | 6.39 |
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