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) | ₹787 Cr | ₹216 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 | 0.27% | 0.73% |
| 6 Month | 5.77% | 6% |
| 1 Year | 2.67% | 7.32% |
| 3 Year | 15.84% | 12.44% |
| 5 Year | 14.92% | 12.42% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | -0.01% | 0.96% |
| 1 Year | 5.14% | 8.48% |
| 3 Year | 13.68% | 10.93% |
| 5 Year | 13.49% | 10.37% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.52% | 11.15% |
| 3 Year | 14.13% | 10.37% |
| 5 Year | 14.96% | 10.42% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.47% | 8.48% |
| Sharp | 0.84% | 0.66% |
| Beta | 1.12% | 0.88% |
| Alpha | 1.89% | 0.15% |
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 | 38.6 | 35.31 |
| Large Cap | 38.91 | 46.1 |
| Small Cap | 8.17 | 7.79 |
| Mid Cap | 14.33 | 10.8 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 34.63 | 33.44 |
| Communication Services | 2.36 | 4.31 |
| Technology | 8.46 | 7.07 |
| Healthcare | 3.38 | 5.29 |
| Consumer Cyclical | 11.74 | 8.71 |
| Utilities | 2.14 | - |
| Real Estate | 2.52 | 0.66 |
| Financial Services | 19.49 | 21.11 |
| Basic Materials | 3.38 | 2.82 |
| Industrials | 10.33 | 7.95 |
| Consumer Defensive | 1.56 | 3.65 |
| Energy | - | 4.99 |
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