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) | ₹818 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 | -0.01% | 0.02% |
| 6 Month | 1.15% | 3.77% |
| 1 Year | 0.54% | 4.93% |
| 3 Year | 14.98% | 11.32% |
| 5 Year | 14.3% | 11.78% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 1.23% | 1.74% |
| 1 Year | 7.76% | 10.17% |
| 3 Year | 14.11% | 11.41% |
| 5 Year | 13.87% | 10.79% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.42% | 11.09% |
| 3 Year | 14.17% | 10.39% |
| 5 Year | 14.91% | 10.43% |
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 | 39.22 | 35.42 |
| Large Cap | 38.6 | 45.88 |
| Small Cap | 7.83 | 8 |
| Mid Cap | 14.36 | 10.69 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 34.82 | 32.45 |
| Communication Services | 2.54 | 4.57 |
| Technology | 8.87 | 8.16 |
| Healthcare | 3.3 | 5.33 |
| Consumer Cyclical | 11.39 | 8.52 |
| Utilities | 2.12 | - |
| Real Estate | 2.62 | 0.74 |
| Financial Services | 19.35 | 21.16 |
| Basic Materials | 3.29 | 2.68 |
| Industrials | 10.1 | 7.45 |
| Consumer Defensive | 1.6 | 3.65 |
| Energy | - | 5.28 |
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