LIC MF Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

LIC MF Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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LIC MF Equity Hybrid Fund-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	LIC MF Equity Hybrid Fund-Growth
Fund	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹787 Cr	₹522 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹500
Launch Date	30 Jun 2018	31 Mar 1998
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	146%	%
Expense Ratio	2.37	2.49
Manager	Krishna Venkat Cheemalapati	Pratik Harish Shroff
ISIN Code	INF205K011Q3	INF767K01030
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	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	1.44%	2.36%
6 Month	4.89%	8%
1 Year	2.25%	4.66%
3 Year	15.84%	13.27%
5 Year	15.82%	13.68%

SIP Return Analysis

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-0.53%	0.21%
1 Year	3.71%	7.71%
3 Year	13.33%	11.25%
5 Year	13.37%	10.93%

Rolling Lumpsum Returns

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.87%	10.71%
3 Year	13.99%	9.69%
5 Year	14.54%	9.7%

Risk Management

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.50%	8.96%
Sharp	0.86%	0.7%
Beta	1.13%	0.12%
Alpha	2.13%	6.45%

Fund Managers

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
Name	Krishna Venkat Cheemalapati	Pratik Harish Shroff
Total AUM	₹24743 Cr	₹2586 Cr
Funds Managed	19	10
	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
Others	38.6	27.52
Large Cap	38.91	39.58
Small Cap	8.17	17.04
Mid Cap	14.33	15.85

Sector Allocation

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	LIC MF Equity Hybrid Fund-Growth
Others	34.63	24.41
Communication Services	2.36	2.01
Technology	8.46	8.59
Healthcare	3.38	6.73
Consumer Cyclical	11.74	9.06
Utilities	2.14	0.98
Real Estate	2.52	0.66
Financial Services	19.49	19.27
Basic Materials	3.38	4.31
Industrials	10.33	13.33
Consumer Defensive	1.56	8.21
Energy	-	2.44

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