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PGIM India Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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tortoise-icon PGIM India Hybrid Equity Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹596 Cr ₹209 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jun 2018 05 Feb 2004
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 146% 62%
Expense Ratio 2.37 2.33
Manager Krishna Venkat Cheemalapati Puneet Pal
ISIN Code INF205K011Q3 INF663L01HC4
Exits Load Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
1 Month 3.21% 3.16%
6 Month 1.23% 5.25%
1 Year 11.99% 11.09%
3 Year 18.6% 14.6%
5 Year 19.32% 17.26%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
6 Month 4.35% 5.15%
1 Year 6.26% 9.78%
3 Year 18.82% 14.28%
5 Year 16.34% 12.59%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
1 Year 12.34% 11.92%
3 Year 13.64% 10.08%
5 Year 13.46% 10.2%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation 11.275% 9.745%
Sharp 0.598% 0.358%
Beta 1.095% 0.94%
Alpha 2.142% -0.447%

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Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option
Name Krishna Venkat Cheemalapati Puneet Pal
Total AUM ₹24743 Cr ₹20950 Cr
Funds Managed 19 19
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Hybrid Equity Fund - Growth Option

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

PGIM India Hybrid Equity Fund - Growth Option

Others 34.01 32.95
Large Cap 33.49 47.3
Small Cap 11.63 8.48
Mid Cap 20.87 11.27

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

PGIM India Hybrid Equity Fund - Growth Option

Others 32.65 32.95
Communication Services 2.05 3.88
Technology 9.64 11.68
Healthcare 3.95 5.97
Financial Services 14.65 20.2
Consumer Cyclical 12.6 4.28
Utilities 3.2 -
Real Estate 3.13 -
Basic Materials 5.51 4.46
Industrials 11.01 8.46
Consumer Defensive 1.63 3.29
Energy - 4.82

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