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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) | ₹828 Cr | ₹4179 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 | -2.93% | -2.77% |
| 6 Month | -4.08% | -0.21% |
| 1 Year | 1.97% | 5.11% |
| 3 Year | 15.02% | 10.67% |
| 5 Year | 11.81% | 11.73% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.37% | 1.08% |
| 1 Year | 2.48% | 8.11% |
| 3 Year | 10.96% | 9.07% |
| 5 Year | 12.21% | 10.48% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.14% | 12.72% |
| 3 Year | 14.31% | 14.58% |
| 5 Year | 14.59% | 15.24% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.53% | 9.21% |
| Sharp | 0.93% | 0.62% |
| Beta | 1.15% | 1.16% |
| Alpha | 2.63% | -1.17% |
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 | 35.97 | 28.65 |
| Large Cap | 47.3 | 56.22 |
| Small Cap | 7.91 | 9.75 |
| Mid Cap | 8.82 | 5.39 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 29.55 | 23.48 |
| Communication Services | 0 | 5.94 |
| Technology | 10.53 | 6.17 |
| Healthcare | 3.3 | 3.2 |
| Industrials | 6.45 | 7.99 |
| Consumer Cyclical | 13.06 | 7.06 |
| Consumer Defensive | 7.79 | 8.47 |
| Utilities | 1.66 | 1.07 |
| Real Estate | 2.6 | 0.42 |
| Financial Services | 22.19 | 22.8 |
| Basic Materials | 2.87 | 7.4 |
| Energy | - | 5.99 |
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