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 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

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%

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%

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%

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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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

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

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