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) | ₹4134 Cr | ₹832 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 | -1.01% | -0.89% |
| 6 Month | 1.92% | -0.91% |
| 1 Year | 5.84% | -0.29% |
| 3 Year | 15.27% | 16.2% |
| 5 Year | 16.04% | 13.49% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 0.36% |
| 1 Year | 10.25% | 5.69% |
| 3 Year | 12.32% | 12.61% |
| 5 Year | 13.61% | 13.14% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.92% | 11.32% |
| 3 Year | 13.53% | 14.23% |
| 5 Year | 13.05% | 14.77% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.02% | 10.48% |
| Sharp | 0.94% | 0.81% |
| Beta | 1.05% | 1.13% |
| Alpha | 2.54% | 2.06% |
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 | 32.92 | 37.58 |
| Large Cap | 48.52 | 43.73 |
| Small Cap | 7.86 | 7.3 |
| Mid Cap | 10.69 | 11.39 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 23.5 | 31.42 |
| Communication Services | 4.21 | 2.46 |
| Energy | 3.88 | - |
| Industrials | 9.31 | 5.44 |
| Technology | 7.09 | 10.31 |
| Financial Services | 23.85 | 21.83 |
| Consumer Cyclical | 9.13 | 11.99 |
| Consumer Defensive | 3.82 | 5.75 |
| Healthcare | 4.78 | 3.12 |
| Basic Materials | 3.12 | 2.67 |
| Real Estate | 3.45 | 3.04 |
| Utilities | 3.86 | 1.97 |
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