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INVESCO INDIA AGGRESSIVE HYBRID FUND vs Tata Hybrid Equity Fund compare

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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