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) | ₹832 Cr | ₹6718 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 | -0.76% | 0.37% |
| 6 Month | 0.01% | 3.57% |
| 1 Year | -2.65% | 2.99% |
| 3 Year | 15.15% | 16.04% |
| 5 Year | 13.77% | 17.42% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.14% | 2.73% |
| 1 Year | 5.82% | 12.24% |
| 3 Year | 12.83% | 14.02% |
| 5 Year | 13.06% | 14.82% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.4% | 13.69% |
| 3 Year | 14.18% | 13.34% |
| 5 Year | 14.89% | 12.16% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.48% | 9.37% |
| Sharp | 0.81% | 0.95% |
| Beta | 1.13% | 1.06% |
| Alpha | 2.06% | 2.84% |
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 | 3.1 | 2.83 |
| Financial Services | 19.35 | 21.89 |
| Industrials | 10.1 | 6.73 |
| Basic Materials | 2.81 | 5.12 |
| Consumer Defensive | 1.6 | 5.07 |
| Energy | - | 6.07 |
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