Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA AGGRESSIVE HYBRID FUND vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹754 Cr ₹6422 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 -0.55% -1.41%
6 Month 9.93% 7.01%
1 Year 4.49% 1.97%
3 Year 16.37% 16.12%
5 Year 16.21% 19.45%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 2.26% 1.49%
1 Year 2.95% 2.55%
3 Year 15.52% 14.23%
5 Year 14.53% 15.43%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 12.01% 13.42%
3 Year 13.91% 12.7%
5 Year 14.1% 11.82%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.58% 9.01%
Sharp 0.95% 1.15%
Beta 1.10% 0.13%
Alpha 2.83% 9.74%

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 38.91 34.61
Large Cap 38.79 43
Small Cap 8.55 10.41
Mid Cap 13.74 11.98

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 34.85 30.99
Communication Services 2.63 4.56
Technology 7.78 6.89
Healthcare 3.6 4.94
Consumer Cyclical 10.99 6.45
Utilities 2.44 1.64
Real Estate 2.15 1.74
Financial Services 19.52 23.12
Basic Materials 3.74 4.75
Industrials 10.35 5.43
Consumer Defensive 1.94 4.54
Energy - 4.93

Top Comparisons

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns22.44%

VS

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns23.07%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.2%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns9.84%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns18.16%

VS

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns19.18%

Compare Now

SBI PSU Fund - Regular Plan -Growth SBI PSU Fund - Regular Plan -Growth

3Y Returns31.7%

VS

Quant PSU Fund - Regular (G) Quant PSU Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully