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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) ₹754 Cr ₹217 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 -1.28% -1.3%
6 Month 10.98% 9.5%
1 Year 0.58% 2.42%
3 Year 16.06% 12.61%
5 Year 15.55% 13.43%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month 2.03% 3.03%
1 Year 4.67% 8.86%
3 Year 16.42% 12.76%
5 Year 15.14% 11.69%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year 12.01% 11.43%
3 Year 13.91% 10.24%
5 Year 14.1% 10.31%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation 10.58% 8.76%
Sharp 0.95% 0.77%
Beta 1.10% 0.90%
Alpha 2.83% 0.88%

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 38.91 32.67
Large Cap 38.79 48.22
Small Cap 8.55 8.06
Mid Cap 13.74 11.05

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 34.85 30.73
Communication Services 2.63 4.37
Technology 7.78 8.08
Healthcare 3.6 5.67
Consumer Cyclical 10.99 8.03
Utilities 2.44 -
Real Estate 2.15 0.71
Financial Services 19.52 21.9
Basic Materials 3.74 2.93
Industrials 10.35 7.86
Consumer Defensive 1.94 4.67
Energy - 5.06

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