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) | ₹787 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 | 2.55% | 3.01% |
| 6 Month | 5.23% | 5.94% |
| 1 Year | 3.19% | 8.41% |
| 3 Year | 16.35% | 13.12% |
| 5 Year | 15.85% | 13.75% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 0.88% | 1.92% |
| 1 Year | 7.42% | 10.42% |
| 3 Year | 15.17% | 12.06% |
| 5 Year | 14.42% | 11.17% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.87% | 11.3% |
| 3 Year | 13.99% | 10.28% |
| 5 Year | 14.54% | 10.36% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.50% | 8.59% |
| Sharp | 0.86% | 0.70% |
| Beta | 1.13% | 0.90% |
| Alpha | 2.13% | 0.55% |
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 | 38.6 | 35.31 |
| Large Cap | 38.91 | 46.1 |
| Small Cap | 8.17 | 7.79 |
| Mid Cap | 14.33 | 10.8 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 34.63 | 33.44 |
| Communication Services | 2.36 | 4.31 |
| Technology | 8.46 | 7.07 |
| Healthcare | 3.38 | 5.29 |
| Consumer Cyclical | 11.74 | 8.71 |
| Utilities | 2.14 | - |
| Real Estate | 2.52 | 0.66 |
| Financial Services | 19.49 | 21.11 |
| Basic Materials | 3.38 | 2.82 |
| Industrials | 10.33 | 7.95 |
| Consumer Defensive | 1.56 | 3.65 |
| Energy | - | 4.99 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns19.2%
ICICI Prudential Multicap Fund - Growth
3Y Returns20.56%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.71%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.43%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.33%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.34%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%