UTI Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹754 Cr | ₹6422 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 | -1.46% | -2.3% |
6 Month | 8.11% | 6.24% |
1 Year | 4.82% | 2.53% |
3 Year | 15.98% | 15.89% |
5 Year | 16.31% | 19.6% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.26% | 1.49% |
1 Year | 2.95% | 2.55% |
3 Year | 15.52% | 14.23% |
5 Year | 14.53% | 15.43% |
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 | 10.58% | 9.01% |
Sharp | 0.95% | 1.15% |
Beta | 1.10% | 0.13% |
Alpha | 2.83% | 9.74% |
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 | 38.91 | 34.61 |
Large Cap | 38.79 | 43 |
Small Cap | 8.55 | 10.41 |
Mid Cap | 13.74 | 11.98 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 34.85 | 30.99 |
Communication Services | 2.63 | 4.56 |
Technology | 7.78 | 6.89 |
Healthcare | 3.6 | 4.94 |
Consumer Cyclical | 10.99 | 6.45 |
Utilities | 2.44 | 1.64 |
Real Estate | 2.15 | 1.74 |
Financial Services | 19.52 | 23.12 |
Basic Materials | 3.74 | 4.75 |
Industrials | 10.35 | 5.43 |
Consumer Defensive | 1.94 | 4.54 |
Energy | - | 4.93 |
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