Tata Hybrid Equity Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

Link copied to clipboard!

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Invest Now

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Invest Now

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)	₹787 Cr	₹4025 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	1.13%	2.36%
6 Month	5.08%	5.37%
1 Year	2.69%	3.41%
3 Year	15.88%	11.47%
5 Year	15.58%	15.67%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	1.2%	3.21%
1 Year	6.91%	10.73%
3 Year	14.55%	10.69%
5 Year	14.03%	11.57%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	11.87%	11.1%
3 Year	13.99%	13.58%
5 Year	14.54%	14.04%

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	10.47%	9.21%
Sharp	0.84%	0.59%
Beta	1.12%	0.13%
Alpha	1.89%	5.03%

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	38.6	25.24
Large Cap	38.91	52.26
Small Cap	8.17	13.53
Mid Cap	14.33	8.97

Scheme Name	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	34.63	26.12
Communication Services	2.36	-
Technology	8.46	-
Healthcare	3.38	-
Consumer Cyclical	11.74	-
Utilities	2.14	-
Real Estate	2.52	-
Financial Services	19.49	-
Basic Materials	3.38	-
Industrials	10.33	-
Consumer Defensive	1.56	-
Petroleum Products	-	4.91
IT - Software	-	6.01
Personal Products	-	1.04
Construction	-	4.61
Diversified FMCG	-	4.18
Banks	-	16.62
Consumer Durables	-	1.62
Agricultural Food & other Products	-	2.6
Automobiles	-	4.83
Pharmaceuticals & Biotechnology	-	4.18
Telecom - Services	-	5.5
Beverages	-	1.87
Realty	-	0.87
Gas	-	0.77
Industrial Products	-	0.98
Auto Components	-	1.61
Cement & Cement Products	-	3.64
Transport Infrastructure	-	1.76
Fertilizers & Agrochemicals	-	1.95
Insurance	-	0.94
Finance	-	1.25
Power	-	0.95
Retailing	-	1.19