Tata Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Tata Aggressive Hybrid Fund- Regular Plan - 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	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹769 Cr	₹4011 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	30 Jun 2018	05 Jan 1996
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	146%	4.76%
Expense Ratio	2.37	1.92
Manager	Krishna Venkat Cheemalapati	Murthy Nagarajan
ISIN Code	INF205K011Q3	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	1.81%	1.91%
6 Month	11.43%	9.86%
1 Year	0.32%	-2.61%
3 Year	15.5%	10.94%
5 Year	16.22%	15.91%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	2.27%	2.36%
1 Year	6.63%	6.36%
3 Year	15.82%	10.3%
5 Year	14.65%	11.51%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	12.01%	11.2%
3 Year	13.91%	13.63%
5 Year	14.1%	14%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	10.61%	9.21%
Sharp	0.80%	0.52%
Beta	1.11%	0.1%
Alpha	2.94%	4.47%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Krishna Venkat Cheemalapati	Murthy Nagarajan
Total AUM	₹24743 Cr	₹18015 Cr
Funds Managed	19	11
	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	38.91	27.95
Large Cap	38.79	53.5
Small Cap	8.55	9.99
Mid Cap	13.74	8.56

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	34.85	27.95
Communication Services	2.63	5.55
Technology	7.78	4.44
Healthcare	3.6	4.76
Consumer Cyclical	10.99	6.8
Utilities	2.44	2.34
Real Estate	2.15	0.91
Financial Services	19.52	19.62
Basic Materials	3.74	5.76
Industrials	10.35	7.48
Consumer Defensive	1.94	9.47
Energy	-	4.93