INVESCO INDIA AGGRESSIVE HYBRID FUND vs Tata Hybrid Equity Fund compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹596 Cr | ₹3997 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 Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 2.3% | 0.99% |
6 Month | -3.05% | -2.21% |
1 Year | 8.3% | 3.46% |
3 Year | 19.98% | 15.28% |
5 Year | 18.18% | 17.84% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 6.07% | 4.59% |
1 Year | 6.85% | 2.65% |
3 Year | 18.16% | 11.27% |
5 Year | 16.02% | 12.6% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.22% | 11.37% |
3 Year | 13.76% | 13.58% |
5 Year | 13.68% | 13.94% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.275% | 9.21% |
Sharp | 0.598% | 0.75% |
Beta | 1.095% | 1.09% |
Alpha | 2.142% | -0.22% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 34.01 | 26.65 |
Large Cap | 33.49 | 58.39 |
Small Cap | 11.63 | 7.6 |
Mid Cap | 20.87 | 7.36 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 32.65 | 26.65 |
Communication Services | 2.05 | - |
Technology | 9.64 | - |
Healthcare | 3.95 | - |
Financial Services | 14.65 | - |
Consumer Cyclical | 12.6 | - |
Utilities | 3.2 | - |
Real Estate | 3.13 | - |
Basic Materials | 5.51 | - |
Industrials | 11.01 | - |
Consumer Defensive | 1.63 | - |
Petroleum Products | - | 6.16 |
IT - Software | - | 4.82 |
Personal Products | - | 0.85 |
Construction | - | 4.25 |
Diversified FMCG | - | 3.17 |
Banks | - | 20.42 |
Pharmaceuticals & Biotechnology | - | 4.51 |
Automobiles | - | 3.82 |
Telecom - Services | - | 5.47 |
Beverages | - | 2.21 |
Industrial Products | - | 1.26 |
Realty | - | 0.74 |
Gas | - | 0.81 |
Transport Services | - | 0.39 |
Auto Components | - | 1.41 |
Finance | - | 3.44 |
Cement & Cement Products | - | 2.5 |
Transport Infrastructure | - | 1.51 |
Fertilizers & Agrochemicals | - | 2.03 |
Power | - | 1.75 |
Insurance | - | 0.93 |
Retailing | - | 0.9 |
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