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) | ₹3960 Cr | ₹787 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 | 3.23% | 2.84% |
| 6 Month | 8.14% | 6.01% |
| 1 Year | 6.72% | 3.69% |
| 3 Year | 15.78% | 16.32% |
| 5 Year | 19.09% | 15.73% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.69% | 0.88% |
| 1 Year | 12.59% | 7.42% |
| 3 Year | 14.31% | 15.17% |
| 5 Year | 14.85% | 14.42% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.02% | 11.87% |
| 3 Year | 13.01% | 13.99% |
| 5 Year | 13.15% | 14.54% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.02% | 10.50% |
| Sharp | 1.04% | 0.86% |
| Beta | 0.12% | 1.13% |
| Alpha | 8.89% | 2.13% |
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 | 32.1 | 38.6 |
| Large Cap | 48.52 | 38.91 |
| Small Cap | 8.13 | 8.17 |
| Mid Cap | 11.25 | 14.33 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 23.22 | 34.63 |
| Communication Services | 3.97 | 2.36 |
| Energy | 3.72 | - |
| Industrials | 9.5 | 10.33 |
| Technology | 7.11 | 8.46 |
| Financial Services | 23.6 | 19.49 |
| Consumer Cyclical | 9.21 | 11.74 |
| Consumer Defensive | 3.45 | 1.56 |
| Healthcare | 4.91 | 3.38 |
| Basic Materials | 3.25 | 3.38 |
| Real Estate | 3.55 | 2.52 |
| Utilities | 4.51 | 2.14 |
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