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) | ₹704 Cr | ₹214 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 | 1.66% | 2.76% |
6 Month | -0.16% | 2.98% |
1 Year | 5.71% | 5.76% |
3 Year | 20.25% | 16.23% |
5 Year | 17.71% | 15.46% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 8.07% | 7.24% |
1 Year | 10.65% | 12.37% |
3 Year | 19.43% | 14.45% |
5 Year | 16.77% | 12.67% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 12.22% | 11.67% |
3 Year | 13.76% | 10.13% |
5 Year | 13.68% | 10.27% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 11.25% | 9.46% |
Sharp | 0.99% | 0.73% |
Beta | 1.09% | 0.90% |
Alpha | 2.72% | -0.06% |
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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 | 37.56 | 32.6 |
Large Cap | 38.98 | 48.87 |
Small Cap | 9.39 | 7.64 |
Mid Cap | 14.06 | 10.9 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 35.01 | 31.84 |
Communication Services | 2.77 | 4.29 |
Technology | 7.24 | 8.34 |
Healthcare | 3.71 | 5.82 |
Consumer Cyclical | 11.8 | 7.44 |
Utilities | 2.61 | - |
Real Estate | 2.44 | - |
Financial Services | 18.8 | 21.66 |
Basic Materials | 3.68 | 3.21 |
Industrials | 10.01 | 7.2 |
Consumer Defensive | 1.93 | 4.97 |
Energy | - | 5.23 |
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