Tata Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹742 Cr | ₹4131 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 Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -1.78% | -0.38% |
6 Month | 5.27% | 5.53% |
1 Year | 3.95% | -0.47% |
3 Year | 17.28% | 13% |
5 Year | 16.71% | 16.41% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.59% | 3.4% |
1 Year | 6.2% | 3.41% |
3 Year | 17.4% | 11.03% |
5 Year | 15.68% | 12.4% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.22% | 11.37% |
3 Year | 13.76% | 13.58% |
5 Year | 13.68% | 13.94% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.87% | 9.21% |
Sharp | 1.20% | 0.9% |
Beta | 1.09% | 1.12% |
Alpha | 2.82% | -1.2% |
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Fund Managers
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 |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 39.08 | 28.88 |
Large Cap | 38.07 | 57.62 |
Small Cap | 8.81 | 7.03 |
Mid Cap | 14.04 | 6.47 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 34.65 | 28.88 |
Communication Services | 2.83 | 5.72 |
Technology | 8.3 | 4.84 |
Healthcare | 3.54 | 4.23 |
Consumer Cyclical | 12.05 | 6.63 |
Utilities | 2.57 | 2.46 |
Real Estate | 2.32 | 0.91 |
Financial Services | 18.52 | 20.76 |
Basic Materials | 3.8 | 5.03 |
Industrials | 9.67 | 7.76 |
Consumer Defensive | 1.75 | 6.39 |
Energy | - | 6.39 |
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