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UTI Aggressive Hybrid 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹769 Cr ₹6302 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jun 2018 25 Mar 2000
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% 27%
Expense Ratio 2.37 1.89
Manager Krishna Venkat Cheemalapati V Srivatsa
ISIN Code INF205K011Q3 INF789F01323
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 UTI Aggressive Hybrid Fund - 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 1.93% 1.82%
6 Month 12.39% 10.69%
1 Year 0.27% -0.55%
3 Year 16.39% 16.29%
5 Year 15.88% 19.57%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 2.27% 1.86%
1 Year 6.63% 6.48%
3 Year 15.82% 14.51%
5 Year 14.65% 15.39%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 12.01% 13.42%
3 Year 13.91% 12.7%
5 Year 14.1% 11.82%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.61% 9.01%
Sharp 0.80% 0.95%
Beta 1.11% 0.13%
Alpha 2.94% 8.31%

Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Krishna Venkat Cheemalapati V Srivatsa
Total AUM ₹24743 Cr ₹7921 Cr
Funds Managed 19 3
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 38.7 34.61
Large Cap 39.33 43.3
Small Cap 7.97 10.33
Mid Cap 14 11.75

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 34.74 30.14
Communication Services 2.53 4.39
Technology 7.48 7.37
Healthcare 3.42 4.83
Consumer Cyclical 11.34 7.27
Utilities 2.21 1.58
Real Estate 2.4 2.67
Financial Services 19.54 22.17
Basic Materials 3.63 4.84
Industrials 10.94 5.24
Consumer Defensive 1.76 4.84
Energy - 4.66

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