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) | ₹769 Cr | ₹217 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 | 2.27% | 2.06% |
6 Month | 12.13% | 12.84% |
1 Year | 0.64% | 3.68% |
3 Year | 16.51% | 13.09% |
5 Year | 16% | 13.81% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 2.27% | 3.23% |
1 Year | 6.63% | 10.73% |
3 Year | 15.82% | 12.44% |
5 Year | 14.65% | 11.29% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 12.01% | 11.43% |
3 Year | 13.91% | 10.24% |
5 Year | 14.1% | 10.31% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 10.61% | 8.76% |
Sharp | 0.80% | 0.60% |
Beta | 1.11% | 0.90% |
Alpha | 2.94% | 0.85% |
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 | 38.7 | 33.87 |
Large Cap | 39.33 | 46.81 |
Small Cap | 7.97 | 8.04 |
Mid Cap | 14 | 11.28 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 34.74 | 31.87 |
Communication Services | 2.53 | 4.35 |
Technology | 7.48 | 8.2 |
Healthcare | 3.42 | 5.7 |
Consumer Cyclical | 11.34 | 8.65 |
Utilities | 2.21 | - |
Real Estate | 2.4 | 0.68 |
Financial Services | 19.54 | 21.06 |
Basic Materials | 3.63 | 2.87 |
Industrials | 10.94 | 7.8 |
Consumer Defensive | 1.76 | 3.82 |
Energy | - | 4.99 |
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