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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) | ₹769 Cr | ₹4011 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 | 1.33% | 2.06% |
| 6 Month | 11.72% | 10.3% |
| 1 Year | 0.01% | -2.38% |
| 3 Year | 15.63% | 10.89% |
| 5 Year | 15.85% | 15.74% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.27% | 2.36% |
| 1 Year | 6.63% | 6.36% |
| 3 Year | 15.82% | 10.3% |
| 5 Year | 14.65% | 11.51% |
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 | 10.61% | 9.21% |
| Sharp | 0.80% | 0.52% |
| Beta | 1.11% | 0.1% |
| Alpha | 2.94% | 4.47% |
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 | 38.91 | 27.95 |
| Large Cap | 38.79 | 53.5 |
| Small Cap | 8.55 | 9.99 |
| Mid Cap | 13.74 | 8.56 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 34.85 | 27.95 |
| Communication Services | 2.63 | 5.55 |
| Technology | 7.78 | 4.44 |
| Healthcare | 3.6 | 4.76 |
| Consumer Cyclical | 10.99 | 6.8 |
| Utilities | 2.44 | 2.34 |
| Real Estate | 2.15 | 0.91 |
| Financial Services | 19.52 | 19.62 |
| Basic Materials | 3.74 | 5.76 |
| Industrials | 10.35 | 7.48 |
| Consumer Defensive | 1.94 | 9.47 |
| Energy | - | 4.93 |
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