LIC MF Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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) | ₹832 Cr | ₹538 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -0.44% | 0.15% |
| 6 Month | -0.95% | 1.01% |
| 1 Year | -0.17% | 5.54% |
| 3 Year | 15.94% | 13.88% |
| 5 Year | 13.24% | 10.77% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 0.36% | 2.19% |
| 1 Year | 5.69% | 11.42% |
| 3 Year | 12.61% | 11.84% |
| 5 Year | 13.14% | 11.46% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 11.32% | 10.5% |
| 3 Year | 14.23% | 10.19% |
| 5 Year | 14.77% | 9.97% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 9.53% | 8.96% |
| Sharp | 0.89% | 0.68% |
| Beta | 1.15% | 1.14% |
| Alpha | 2.82% | 0.49% |
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 | 37.58 | 30.21 |
| Large Cap | 43.73 | 40.37 |
| Small Cap | 7.3 | 14.16 |
| Mid Cap | 11.39 | 15.26 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Others | 31.42 | 25.02 |
| Communication Services | 2.46 | 1.88 |
| Technology | 10.31 | 9.77 |
| Healthcare | 3.12 | 6.97 |
| Consumer Cyclical | 11.99 | 10.35 |
| Consumer Defensive | 5.75 | 7.65 |
| Utilities | 1.97 | 0.95 |
| Real Estate | 3.04 | 0.71 |
| Financial Services | 21.83 | 20.83 |
| Industrials | 5.44 | 10.76 |
| Basic Materials | 2.67 | 2.84 |
| Energy | - | 2.27 |
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