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) | ₹4081 Cr | ₹818 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 | -0.13% | -1.05% |
| 6 Month | 2.43% | -1.3% |
| 1 Year | 2.55% | -3.24% |
| 3 Year | 14.39% | 14.91% |
| 5 Year | 16.14% | 13.7% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.7% | 0.55% |
| 1 Year | 13.08% | 6.45% |
| 3 Year | 13.26% | 13.29% |
| 5 Year | 14.04% | 13.35% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11% | 11.4% |
| 3 Year | 13.49% | 14.18% |
| 5 Year | 13.04% | 14.89% |
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 | 32.62 | 39.22 |
| Large Cap | 48.56 | 38.6 |
| Small Cap | 8.09 | 7.83 |
| Mid Cap | 10.72 | 14.36 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 23.84 | 34.82 |
| Communication Services | 4.2 | 2.54 |
| Energy | 3.79 | - |
| Industrials | 9.23 | 10.1 |
| Technology | 7.06 | 8.87 |
| Financial Services | 23.41 | 19.35 |
| Consumer Cyclical | 9.08 | 11.39 |
| Consumer Defensive | 3.87 | 1.6 |
| Healthcare | 4.72 | 3.3 |
| Basic Materials | 3.25 | 2.81 |
| Real Estate | 3.46 | 3.1 |
| Utilities | 4.08 | 2.12 |
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