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INVESCO INDIA AGGRESSIVE HYBRID FUND vs UTI Aggressive Hybrid Fund compare

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

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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 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) ₹596 Cr ₹5956 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 5.01% 4.72%
6 Month 2.77% 3.77%
1 Year 13.78% 13.54%
3 Year 19.66% 19.79%
5 Year 19.28% 23.97%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 4.35% 4.82%
1 Year 6.26% 6.89%
3 Year 18.82% 18.06%
5 Year 16.34% 18.02%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 12.34% 13.82%
3 Year 13.64% 12.4%
5 Year 13.46% 11.66%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 11.275% 9.01%
Sharp 0.598% 1.01%
Beta 1.095% 1.05%
Alpha 2.142% 4.08%

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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 34.01 30.52
Large Cap 33.49 45.41
Small Cap 11.63 10.35
Mid Cap 20.87 13.58

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 32.65 30.52
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 -
Telecom - Services - 3.98
Petroleum Products - 2.45
IT - Software - 6.17
Cement & Cement Products - 0.63
Transport Services - 2.79
Construction - 1.87
Textiles & Apparels - 1.44
Pharmaceuticals & Biotechnology - 4.26
Banks - 17.2
Insurance - 1.8
Automobiles - 4.51
Diversified FMCG - 3.01
Fertilizers & Agrochemicals - 1.08
Diversified Metals - 2.29
Realty - 1.31
Oil - 1.57
Ferrous Metals - 0.53
Personal Products - 1.13
Capital Markets - 1.23
Consumer Durables - 0.7
Other Consumer Services - 0.67
Industrial Products - 0.3
Auto Components - 0.62
Chemicals & Petrochemicals - 0.53
Minerals & Mining - 0.78
Finance - 2.87
Entertainment - 0.44
Power - 1.68
Paper, Forest & Jute Products - 0.68
Retailing - 0.23
Leisure Services - 0.59

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