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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 Aggressive 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 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 -1.12% -1.38%
6 Month -1.61% -0.48%
1 Year 2.65% 6.23%
3 Year 15.51% 11.29%
5 Year 12.14% 9.53%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month -0.5% -0.27%
1 Year 3.25% 4.66%
3 Year 11.28% 8.92%
5 Year 12.3% 9.29%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year 11.17% 11.01%
3 Year 14.27% 10.43%
5 Year 14.62% 10.45%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation 9.53% 9.33%
Sharp 0.93% 0.69%
Beta 1.15% 0.95%
Alpha 2.63% 0.04%

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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