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) | ₹3894 Cr | ₹769 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 | 2.63% | 2.27% |
6 Month | 13.7% | 12.13% |
1 Year | 1.52% | 0.64% |
3 Year | 16.01% | 16.51% |
5 Year | 19.21% | 16% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 3.49% | 2.27% |
1 Year | 10.64% | 6.63% |
3 Year | 14.31% | 15.82% |
5 Year | 14.85% | 14.65% |
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% | 10.61% |
Sharp | 0.93% | 0.80% |
Beta | 0.09% | 1.11% |
Alpha | 8.12% | 2.94% |
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 | 32.07 | 38.7 |
Large Cap | 48.41 | 39.33 |
Small Cap | 8.55 | 7.97 |
Mid Cap | 10.97 | 14 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 23.48 | 34.74 |
Communication Services | 4 | 2.53 |
Energy | 3.72 | - |
Industrials | 9.95 | 10.94 |
Technology | 6.78 | 7.48 |
Financial Services | 23.87 | 19.54 |
Consumer Cyclical | 8.76 | 11.34 |
Consumer Defensive | 3.65 | 1.76 |
Healthcare | 5.12 | 3.42 |
Basic Materials | 3.03 | 3.63 |
Real Estate | 3.41 | 2.4 |
Utilities | 4.23 | 2.21 |
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