INVESCO INDIA AGGRESSIVE HYBRID FUND vs UTI Aggressive Hybrid Fund compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹818 Cr | ₹6596 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jun 2018 | 25 Mar 2000 |
| 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% | 27% |
| Expense Ratio | 2.37 | 1.89 |
| Manager | Krishna Venkat Cheemalapati | V Srivatsa |
| ISIN Code | INF205K011Q3 | INF789F01323 |
| 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 | UTI Aggressive Hybrid Fund - 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.01% | 1.58% |
| 6 Month | 1.15% | 4.33% |
| 1 Year | 0.54% | 4.71% |
| 3 Year | 14.98% | 15.8% |
| 5 Year | 14.3% | 18% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.23% | 3.58% |
| 1 Year | 7.76% | 12.84% |
| 3 Year | 14.11% | 14.72% |
| 5 Year | 13.87% | 15.43% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.42% | 13.69% |
| 3 Year | 14.17% | 13.33% |
| 5 Year | 14.91% | 12.15% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.47% | 9.01% |
| Sharp | 0.84% | 1.05% |
| Beta | 1.12% | 1.09% |
| Alpha | 1.89% | 3.07% |
Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | V Srivatsa |
| Total AUM | ₹24743 Cr | ₹7921 Cr |
| Funds Managed | 19 | 3 |
| INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 39.22 | 32.42 |
| Large Cap | 38.6 | 45.39 |
| Small Cap | 7.83 | 10.32 |
| Mid Cap | 14.36 | 11.86 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 34.82 | 27.07 |
| Communication Services | 2.54 | 4.14 |
| Technology | 8.87 | 7.76 |
| Healthcare | 3.3 | 4.26 |
| Consumer Cyclical | 11.39 | 7.47 |
| Utilities | 2.12 | 1.58 |
| Real Estate | 2.62 | 2.83 |
| Financial Services | 19.35 | 21.89 |
| Basic Materials | 3.29 | 5.12 |
| Industrials | 10.1 | 6.73 |
| Consumer Defensive | 1.6 | 5.07 |
| Energy | - | 6.07 |
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