PGIM India Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹832 Cr | ₹219 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 Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | -0.65% | -1.98% |
| 6 Month | -1.16% | -0.68% |
| 1 Year | -0.22% | 3.37% |
| 3 Year | 15.88% | 11.62% |
| 5 Year | 13.25% | 10.44% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 0.36% | 0.42% |
| 1 Year | 5.69% | 6.86% |
| 3 Year | 12.61% | 9.99% |
| 5 Year | 13.14% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.32% | 11.07% |
| 3 Year | 14.23% | 10.42% |
| 5 Year | 14.77% | 10.45% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.48% | 8.44% |
| Sharp | 0.81% | 0.59% |
| Beta | 1.13% | 0.88% |
| Alpha | 2.06% | - |
Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive 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 Aggressive Hybrid Equity Fund - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 37.58 | 35.67 |
| Large Cap | 43.73 | 46.17 |
| Small Cap | 7.3 | 7.72 |
| Mid Cap | 11.39 | 10.44 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 31.42 | 32.72 |
| Communication Services | 2.46 | 4.61 |
| Technology | 10.31 | 8.08 |
| Healthcare | 3.12 | 5.14 |
| Consumer Cyclical | 11.99 | 8.51 |
| Consumer Defensive | 5.75 | 3.6 |
| Utilities | 1.97 | - |
| Real Estate | 3.04 | 0.7 |
| Financial Services | 21.83 | 21.29 |
| Industrials | 5.44 | 7.31 |
| Basic Materials | 2.67 | 2.56 |
| Energy | - | 5.48 |
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