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) | ₹754 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 | -1.28% | -1.3% |
6 Month | 10.98% | 9.5% |
1 Year | 0.58% | 2.42% |
3 Year | 16.06% | 12.61% |
5 Year | 15.55% | 13.43% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 2.03% | 3.03% |
1 Year | 4.67% | 8.86% |
3 Year | 16.42% | 12.76% |
5 Year | 15.14% | 11.69% |
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 | 10.58% | 8.76% |
Sharp | 0.95% | 0.77% |
Beta | 1.10% | 0.90% |
Alpha | 2.83% | 0.88% |
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 | 38.91 | 32.67 |
Large Cap | 38.79 | 48.22 |
Small Cap | 8.55 | 8.06 |
Mid Cap | 13.74 | 11.05 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 34.85 | 30.73 |
Communication Services | 2.63 | 4.37 |
Technology | 7.78 | 8.08 |
Healthcare | 3.6 | 5.67 |
Consumer Cyclical | 10.99 | 8.03 |
Utilities | 2.44 | - |
Real Estate | 2.15 | 0.71 |
Financial Services | 19.52 | 21.9 |
Basic Materials | 3.74 | 2.93 |
Industrials | 10.35 | 7.86 |
Consumer Defensive | 1.94 | 4.67 |
Energy | - | 5.06 |
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