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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) ₹828 Cr ₹215 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 -2.93% -3.12%
6 Month -4.08% -2.67%
1 Year 1.97% 2.57%
3 Year 15.02% 10.5%
5 Year 11.81% 9.2%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month -1.37% -1.95%
1 Year 2.48% 1.79%
3 Year 10.96% 8.04%
5 Year 12.21% 8.88%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year 11.14% 10.99%
3 Year 14.31% 10.44%
5 Year 14.59% 10.44%

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 35.97 37.64
Large Cap 47.3 44.72
Small Cap 7.91 3.78
Mid Cap 8.82 13.86

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 29.55 32.22
Communication Services 0 4.7
Technology 10.53 8.14
Healthcare 3.3 3.92
Industrials 6.45 6.1
Consumer Cyclical 13.06 9.34
Consumer Defensive 7.79 3.73
Utilities 1.66 -
Real Estate 2.6 0.68
Financial Services 22.19 23.28
Basic Materials 2.87 2.56
Energy - 5.33

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