Nippon India Equity Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹3936 Cr | ₹754 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 08 Jun 2005 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 40% | 146% |
Expense Ratio | 1.97 | 2.37 |
Manager | Sushil Budhia | Krishna Venkat Cheemalapati |
ISIN Code | INF204K01FW1 | INF205K011Q3 |
Exits Load | Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | -1.28% | -1.28% |
6 Month | 10.91% | 10.98% |
1 Year | -0.19% | 0.58% |
3 Year | 15.43% | 16.06% |
5 Year | 17.85% | 15.55% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 0.78% | 0.44% |
1 Year | 4.08% | 1.97% |
3 Year | 12.76% | 14.84% |
5 Year | 14.31% | 14.24% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 11.23% | 12.01% |
3 Year | 12.93% | 13.91% |
5 Year | 13.05% | 14.1% |
Risk Management
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.02% | 10.58% |
Sharp | 1.09% | 0.95% |
Beta | 0.1% | 1.10% |
Alpha | 9.22% | 2.83% |
Fund Managers
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | Krishna Venkat Cheemalapati |
Total AUM | ₹29447 Cr | ₹24743 Cr |
Funds Managed | 11 | 19 |
Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 30.76 | 38.91 |
Large Cap | 48.89 | 38.79 |
Small Cap | 8.56 | 8.55 |
Mid Cap | 11.79 | 13.74 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 25.09 | 34.85 |
Communication Services | 3.62 | 2.63 |
Energy | 3.77 | - |
Industrials | 9.02 | 10.35 |
Technology | 6.31 | 7.78 |
Financial Services | 24.95 | 19.52 |
Consumer Cyclical | 7.55 | 10.99 |
Consumer Defensive | 3.58 | 1.94 |
Healthcare | 5.19 | 3.6 |
Basic Materials | 2.81 | 3.74 |
Real Estate | 3.87 | 2.15 |
Utilities | 4.25 | 2.44 |
Top Comparisons
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.32%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.17%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.97%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns15.29%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.88%