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Tata 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 Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹596 Cr ₹3997 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

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 5.61% 5.09%
6 Month 1.34% 0.58%
1 Year 14.06% 7.54%
3 Year 19.28% 15.02%
5 Year 18.68% 18.74%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month -0.25% 0.79%
1 Year -1.48% -2.82%
3 Year 15.96% 10.17%
5 Year 14.73% 12.08%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 12.34% 11.66%
3 Year 13.64% 13.65%
5 Year 13.46% 13.89%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 11.275% 9.21%
Sharp 0.598% 0.6%
Beta 1.095% 1.09%
Alpha 2.142% -0.13%

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Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 34.01 26.52
Large Cap 33.49 57.95
Small Cap 11.63 7.73
Mid Cap 20.87 7.8

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 32.65 26.52
Communication Services 2.05 -
Technology 9.64 -
Healthcare 3.95 -
Financial Services 14.65 -
Consumer Cyclical 12.6 -
Utilities 3.2 -
Real Estate 3.13 -
Basic Materials 5.51 -
Industrials 11.01 -
Consumer Defensive 1.63 -
Petroleum Products - 5.7
IT - Software - 5.14
Personal Products - 0.9
Construction - 4.47
Diversified FMCG - 3.11
Banks - 20.96
Pharmaceuticals & Biotechnology - 4.52
Realty - 1.36
Automobiles - 4.48
Telecom - Services - 5.22
Beverages - 2.32
Industrial Products - 1.36
Gas - 0.74
Transport Services - 0.37
Auto Components - 0.77
Finance - 2.63
Cement & Cement Products - 2.51
Transport Infrastructure - 1.53
Fertilizers & Agrochemicals - 1.95
Power - 1.71
Insurance - 0.87
Retailing - 0.86

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