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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 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) ₹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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